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Cavendish

History


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.


Our History

1997

Cavendish Private Wealth’s inception

2000s

Expansion into the United Kingdom’s South-West

2010s

Continued growth of our client base across the United Kingdom

2023

Opening of our dedicated 33 Cavendish Square offices

2025

Anticipated launch of our United Arab Emirates wealth management division, with dedicated offices in Dubai’s International Financial Centre

Family Office Experts

We serve as your private office, providing a comprehensive, seamless service tailored to your family’s unique needs.

Bespoke Solutions

Every plan and strategy we craft is as unique as your goals, built around a deep understanding of your personal and financial priorities.

Unmatched Discretion

Confidentiality and trust are the cornerstones of our client relationships. We safeguard your information and reputation with the utmost care.

Enduring Partnerships

Our commitment to you extends beyond financial performance; we strive to become a trusted adviser and partner for generations to come.