Cavendish
About Us
20+
Years Trading History
300+
Loyal Clients
70+
Combined Partner Years
Our Story
Since our founding in 1997, Cavendish Private Wealth has been dedicated to providing friendly, professional, and independent financial advice to our valued clients.
Over the decades, we have cultivated a reputation for delivering personalised and expert guidance, empowering individuals and families to achieve their financial goals with confidence.
Commitment to Excellence
Commitment to Excellence
With over 70 years of combined industry experience, our team of seasoned advisers brings a wealth of knowledge and expertise to every client interaction. We believe that quality financial advice should be accessible and convenient. That’s why we come to you, providing bespoke financial solutions in the comfort of your own home, at a time that suits your schedule.
Our approach begins with a no-obligation consultation. During this initial meeting, we take the time to understand your unique aspirations and challenges. Following a thorough analysis of your financial situation, we provide clear, transparent recommendations tailored to your needs. Importantly, you only incur a fee if you decide to proceed with our services, ensuring complete peace of mind.
Building Lasting Relationships
Building Lasting Relationships
We view our clients as lifelong partners. While we offer a transaction-only option, the majority of our clients value our ongoing service, which includes regular reviews to ensure that your financial plans remain aligned with your goals. Whether annually or semi-annually, these reviews allow us to adapt to changing circumstances and market conditions, keeping your investments and pensions performing as expected.
Our dedication to building long-term relationships is reflected in the trust our clients place in us. Many have been with us for over two decades, a testament to our unwavering commitment to their success and satisfaction. We take pride in being a reliable and trusted partner through life’s financial journey.
Why choose us?
Why choose us?
Choosing Cavendish means selecting a firm that values your time, listens to your needs, and prioritises transparency and trust. Our friendly, personalised approach ensures that your financial journey is guided by a team that genuinely cares about your success. Whether you are planning for retirement, managing your investments, or securing your family’s legacy, Cavendish Private Wealth is here to provide expert advice and unwavering support.
Experience the difference of tailored, independent financial advice delivered with integrity and professionalism. Let Cavendish Private Wealth help you achieve a future defined by security and prosperity.
Commitment to Excellence
With over 70 years of combined industry experience, our team of seasoned advisers brings a wealth of knowledge and expertise to every client interaction. We believe that quality financial advice should be accessible and convenient. That’s why we come to you, providing bespoke financial solutions in the comfort of your own home, at a time that suits your schedule.
Our approach begins with a no-obligation consultation. During this initial meeting, we take the time to understand your unique aspirations and challenges. Following a thorough analysis of your financial situation, we provide clear, transparent recommendations tailored to your needs. Importantly, you only incur a fee if you decide to proceed with our services, ensuring complete peace of mind.
Building Lasting Relationships
We view our clients as lifelong partners. While we offer a transaction-only option, the majority of our clients value our ongoing service, which includes regular reviews to ensure that your financial plans remain aligned with your goals. Whether annually or semi-annually, these reviews allow us to adapt to changing circumstances and market conditions, keeping your investments and pensions performing as expected.
Our dedication to building long-term relationships is reflected in the trust our clients place in us. Many have been with us for over two decades, a testament to our unwavering commitment to their success and satisfaction. We take pride in being a reliable and trusted partner through life’s financial journey.
Why choose us?
Choosing Cavendish means selecting a firm that values your time, listens to your needs, and prioritises transparency and trust. Our friendly, personalised approach ensures that your financial journey is guided by a team that genuinely cares about your success. Whether you are planning for retirement, managing your investments, or securing your family’s legacy, Cavendish Private Wealth is here to provide expert advice and unwavering support.
Experience the difference of tailored, independent financial advice delivered with integrity and professionalism. Let Cavendish Private Wealth help you achieve a future defined by security and prosperity.
Our Vision
To be the foremost family office partner for discerning individuals and families, empowering them to achieve financial security, preserve their legacy, and create lasting impact.
We envision a world where wealth management transcends numbers, focusing instead on the values and aspirations that define each client’s unique journey.
Our Mission
Our mission is to provide ultra-high-net-worth families with bespoke financial solutions that safeguard their wealth, support their ambitions, and uphold their legacy. Through personalised strategies, enduring partnerships, and uncompromising discretion, we deliver exceptional value and peace of mind.
UAE
While our heritage is decidedly British, our reach and expertise extend to other regions, principally, to the Middle East and its Gulf States. In addition to our head-office in Cavendish Square, we also possess a considerable presence in the United Arab Emirates with a branch office located in the Dubai’s DIFC, enabling us to effectively serve individuals domiciled in the wider region.
Our Process
Inital Consultation
Inital Consultation
Our journey begins with understanding your needs. In a private and confidential setting, we take the time to learn about your family’s goals, values, and priorities. This foundation ensures that every recommendation aligns with your vision.
Planning
Planning
We craft a bespoke financial plan tailored to your unique circumstances. This stage includes wealth structuring, investment strategy design, tax planning, and legacy considerations, ensuring every detail is meticulously addressed.
Implementation
Implementation
With precision and care, we execute the agreed strategies, coordinating seamlessly with other trusted advisers such as legal or tax professionals to ensure a comprehensive approach.
Monitoring and Adjusting
Monitoring and Adjusting
Wealth management is dynamic, and so is our process. We continuously monitor your plan’s performance, adapting to changes in market conditions, family needs, or new opportunities to ensure your goals remain on track.
Inital Consultation
Our journey begins with understanding your needs. In a private and confidential setting, we take the time to learn about your family’s goals, values, and priorities. This foundation ensures that every recommendation aligns with your vision.
Planning
We craft a bespoke financial plan tailored to your unique circumstances. This stage includes wealth structuring, investment strategy design, tax planning, and legacy considerations, ensuring every detail is meticulously addressed.
Implementation
With precision and care, we execute the agreed strategies, coordinating seamlessly with other trusted advisers such as legal or tax professionals to ensure a comprehensive approach.
Monitoring and Adjusting
Wealth management is dynamic, and so is our process. We continuously monitor your plan’s performance, adapting to changes in market conditions, family needs, or new opportunities to ensure your goals remain on track.
Ian Tandy
CEO
Joshua J. Bishop
Private Client Relationship Manager
Ian Tandy
CEO
London
Ian is the Managing Director and founder of I.T. Associates Financial Planning Ltd. He started the business in December 1997 following a successful career at AXA Sun Life where he was the Branch Manager of both the Plymouth and Truro offices. Ian’s career in financial services started in 1989 where he was a financial adviser with Confederation Life in Christchurch. He was promoted to Branch Manager of the Plymouth office of Confederation Life in 1992, before moving to AXA Sun Life. Ian is based in Plymouth and specialises in Pensions and investments but is also authorised in IHT planning and protection.
Joshua J. Bishop
Private Client Relationship Manager
London
Joshua is the Private Client Relationship Manager at Cavendish Private Wealth. Prior to this, he worked at VistaJet, a leading provider of private jet charter services, and at a boutique investment house based in Holborn. He has also held a variety of public relations roles within the political sector. Joshua holds a Bachelor’s degree in Politics, Philosophy and Economics, and a Master’s degree in International Law and Politics from the renowned War Studies Department at King’s College London. He is currently enrolled in the Ph.D. programme at King’s College, continuing his academic focus on international affairs.
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