Cavendish Private Wealth

Our Team

Meet Our Wealth Experts

IAN TANDY

DipPFS – Member of the Personal Finance Society and the
Chartered Insurance Institute

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 Relationship Manager
Joshua acts as the Private Relationship Manager at Cavendish Private Wealth and has priorly served at VistaJet, a leading provider of private-jet charter services, as well having worked with a boutique investment house based in Holborn. He has also been employed in a variety of public relations roles in the political sector; has a Bachelor’s Degree in Politics, Philosophy and Economics and holds a Master’s Degree in International Law and Politics from the renowned War Studies Department at King’s College London, where he is currently enrolled in the Ph.D. programme.

PETER BRIDGES

DipPFS – Member of the Personal Finance Society and the Chartered Insurance Institute
Peter is a Chartered Fellow of the CISI with over 10 years of experience in multi-asset investment strategies for private and professional clients. He holds the Level 6 CISI Pension Transfers and Planning Advice qualification and has expertise in Discretionary Investment Management. Peter has managed bespoke investment strategies and model portfolios, consistently outperforming industry benchmarks. He works closely with clients, focusing on high-quality service and tailored investment solutions.
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