"Nigel Goodman 'inherited' me from a previous financial adviser, some twelve years ago. At that time, when I first saw him, I informed him that I would not have funds to invest for several years. Nigel took the long view. He continued to see me at regular intervals, and ensured that I (and my family) had advice about mortgages and savings. When funds became available to me some three years ago, I placed these under the management of Cavendish Brooke, and the results have been very good. I particularly appreciate the wide ranging nature of discussions with Nigel, as he offers openly his views about the nature of the markets and the way in which investment bonds may be affected in future years. My children also are clients of his, and they also benefit from his advice and experience."
Mr K, Librarian (retired), St Albans
“I've worked with Peter since my husband died in 2015. He was a great help with the aftermath of dealing with all the inheritance and generally getting my finances sorted out. He provides a highly professional but personal service and goes the extra mile (or two) to make sure everything is in place. I have found inheriting a large sum in difficult circumstances a huge source of responsibility and stress and Peter has done a great deal to help me find a way to invest that secures both my own my family's future, which is a great relief. I also very much appreciate that I can be as much or as little in the driving seat as I feel at the time. Knowing things will be looked after if I have other things to prioritize but that I am generally informed and in control suits me.”
Ms A, Psychotherapist, London
“As an absolute novice to the world of finance and investments I was very nervous about the whole thing. Cindy was very good at making me feel at ease, explained everything very well and answered every question. Cindy has an expert knowledge and made the whole process understandable and simplified without ever patronising. The Openwork platform which I was guided towards is a joy to work with. It's a completely transparent and easy system to navigate and comprehend, making choices and selections simply by seeing a full picture of all costs involved in one place. I can highly recommend using Cindy at Cavendish Brooke to offer financial advice and have no reservations regarding confidentiality and extreme professional practices.”
D.C., Executive Assistant, London
Knowing things will be looked after if I have other things to prioritize but that I am generally informed and in control suits me.
“Cindy Griffith has been my financial advisor for a period of more than twenty years and I am grateful that I entrusted my financial planning to her during this time. I highly recommend Cindy and the Cavendish Brooke team to all of my friends and colleagues.”
Dr JHW, Opera Singer, Wales
I have been a client of Nigel Goodman for over 28 years. During which time I have developed great respect for his knowledge, integrity and never-varying concern for my best interests, as well as always enjoying our discussions.’
Sir George Cox
“Cindy Griffith has patiently and expertly grown with me over the years; listening to my objectives and planning accordingly. She gives attention and detail to everything that she does and has served me well, thereby ensuring my family's secure future.”
M.C., CEO, London
I have no hesitation in recommending Cavendish Brooke to friends and family for all forms of financial advice.
"I have been blessed to benefit from advice from Cindy Griffith for over twenty years. Only a handful of institutions make their product offerings clear whereas Cindy can spot the less attractive schemes and tailor her advice to my preferred risk factors. Whilst I do scan the financial press from time to time, I always rely on Cindy to apply common sense and market reality to what is reported, especially with current low interest rates. It is important to me to have established a bond of trust, and indeed friendship, with the person who advises me on pensions, mortgages and investments and Cindy has never failed me. I have recommended her to several friends and colleagues all of whom speak in glowing terms of her engagement and breadth of knowledge."
Mr B, Retired Senior Civil Servant, Sussex
“I have worked with Cavendish Brooke for the last 15 years and they have always provided me with clear financial advice indicating risk levels of investments as well as ensuring I'm taking advantage of all the tax optimising measures I should. The team have been proactive around adjusting my portfolio when performance has not met expectations and has helped me develop what I think is a well balanced portfolio of investment and pension income options. I have recommended their services to a number of friends which is a clear indication of the trust I have in their approach and advice.”
Mr T, Vice President, EMEA, Buckinghamshire
“I have been assisted with personal financial matters, including mortgage arrangements and pension provision, over a number of years firstly by Simon Jamieson and more recently by Cindy Griffith at Cavendish Brooke. I have found their willingness to explain complex financial systems, set out options suited to my needs and provide advice based on logical assessment, invaluable. Having had an extremely busy working life first in the private and later in the public sector, I have never had the time to research the detail and changes to financial and pension planning sufficiently. It has been very comforting to know that Cavendish Brooke has always been there to provide good professional advice tailored to my personal requirements.”
Ms JK, Retiring Civil Servant, Somerset
I have recommended their services to a number of friends which is a clear indication of the trust I have in their approach and advice.
“I was recommended to Cavendish Brooke by my father who had used them for a number of years. Being an HR Director in financial services, I would say that I am reasonably well versed in pensions and other investment products but, as we all know, putting it into practice for oneself is a different matter. Cindy has been excellent at outlining the investment options with the pros and cons, never putting pressure on but ensuring that, as her client, you understand, at all times, what decision youre making and what the ultimate objective is. It has been a refreshing experience and in a short time, I have total trust and confidence and feel that I am in control of my future.”
Mrs P, HR, London
“Peter has been my financial adviser for five years, and I've been very pleased with his advice and service. I like the fact he can come to my home for our meetings, and have always found that he will prompt me when there are issues that require my attention, without the need for me to closely monitor my investments. He talks about the wider picture, and advises me based on an understanding of my whole family, and what might happen in the future. Peter has worked hard to earn my trust, and I have been happy to recommend him to my friends.”
Mrs C, Retired, Kent
“I was introduced to Mark Curry of Cavendish Brooke as our business pension provider. In an open competition they became the provider of all of our financially-related benefits. However, what sets Cavendish Brooke apart is that, even in a corporate account setting, they treat each person as an individual, taking the time to understand your personal situation and needs, educating where appropriate and gaining trust as an objective financial advisor. Mark is able to bring the research, knowledge and relationships of the Cavendish Brooke team as well as the Openwork financial advice network whilst delivering individually tailored solutions. Mark works hard for your trust and your money and so far I am very pleased with the approach and most importantly the results.”
Mr B, Managing Director, Oilfield Services Business, Surrey
I have been a Cavendish Brooke client for several years now and have enjoyed their service beyond my expectations.
“I have been a Cavendish Brooke client for several years now and have enjoyed their service beyond my expectations. I have received excellent information and advice from Cindy Griffith and would recommend her and Cavendish Brooke to any in similar circumstances to myself. I have found them to be professional, courteous and well informed and intend to continue with Cavendish Brooke for the foreseeable future.”
Mr P, Managing Director, Herts
“Cavendish Brooke were recommended to me a couple of years ago. I have been very impressed by their expertise and professionalism but above all their friendliness and customer focus. They conducted a full analysis of my current portfolio and provided sound advice which I was happy to accept. I am confident my investments will prosper under their guiding influence.”
Mr B, Retired Senior Civil Servant, Surrey
“I was first introduced to Cindy Griffith and the team 8 years ago when purchasing my first property. They provided first class service and I have been using them ever since for everything from mortgages to financial planning and pensions. Cindy is always responsive and matters are consistently dealt with swiftly and professionally.”
Mr T, Accountant, London
I have been very impressed by their expertise and professionalism but above all their friendliness and customer focus.
“I would certainly recommend Cavendish Brooke. CB is a firm that genuinely 'goes the extra mile'. Having sought their services for corporate (pension) and personal services (including insurance and wills), I have always found them to be professional, knowledgeable and to offer a truly personal service, which is extremely rare in the 'Internet age'. I have always found Cindy to be proactive, attentive and extremely professional.”
Mr M, Property Development & Investment, London
“We have used Cavendish Brooke for financial advice for many years. Cindy is our advisor and over the years she’s taken the time to get to know us firstly as people and then our financial needs. It’s her friendly and thorough approach we enjoy as well as her willingness to answer whatever questions we have about the industry and our investments. We consider Cindy as much a friend as our advisor and look forward to her continued help and guidance as we plan for the years ahead.”
K.M., Non-Exec Director, Bucks
“In my role as Managing Director I have received invaluable corporate financial advice on products from Mark Curry at Cavendish Brooke. Foremost amongst the products being the provision of Group Personal Pensions and Death in Service benefit for our employees. I have always been impressed by the level of service provided in terms of market knowledge, and a commitment to client management with a view to sustaining a long-term partnership. I have no hesitation in recommending Cavendish Brooke.”
Mr S , Managing Director, Aberdeen
It has been very comforting to know that Cavendish Brooke has always been there to provide good professional advice tailored to my personal requirements.
“Working with Cavendish Brooke is always just what I seek and not just predicated upon what they want to provide. Cindy offers the perfect balance of consummate professional working with me in a personal way, taking good measure of the facts, my circumstances and views. Whether discussing my financial dreams or concerns, she and the equally efficient team at CB have worked so well for me and the many other demanding clients I have recommended to them over many years.”
Mrs M, Investment Management, London
“Peter has been advising us on our investments for the last four years. He has been open, honest and very professional in his dealings and has always been happy to respond promptly in person, by e-mail or phone to any queries we may have had. Investments carry a risk but Peter always made a point of ensuring that these were clearly explained and that we were comfortable with whatever investment decisions were made. We have recommended him to close friends of ours which has to be the best indication of how much we trust his abilities and judgement.”
Mr & Mrs N, Retired, London
“Cindy and her team have been advising me on pensions and investments for 25 years. The advice given is always thorough, well-researched and impartial. I get first class customer service when I ask for it and timely nudges when they are needed. I never get intrusive selling. My wife and several close friends are also long-term clients. I trust Cavendish Brooke more than I trust my bank.”
G.A., Surrey
The Openwork platform which I was guided towards is a joy to work with.
“We were introduced to Cindy Griffith of Cavendish Brooke just over two years ago by way of a personal recommendation from a close friend and became clients soon after.
To date we have found Cindy to be straightforward, approachable and understandable and are very happy with our relationship and the advice we have received. No question goes unanswered and we feel that we are in very good hands.
We would be very confident in recommending Cindy to any of our family or friends.”
A.F. and T.F., Retired, Scotland
“Jack is very professional and ensured he fully understood our current financial situation. In doing this he was able to give us tailored advice for our future needs. Jack provided us with all the information we required to make informed decisions that were right for us. He was extremely patient with myself and my husband, as we asked lots of daft questions, he took the time explain anything we were unsure about, which put us at our ease and made everything very straightforward. It’s great to know that Jack is always contactable and we can assure you his recommendations will always be in your best interests.”
C.H. and T. H.
"Myself and my partner have been working with Cindy Griffith at Cavendish Brooke for over 10 years now. To people like ourselves, very unfamiliar with the world of investing and saving, the process through Cavendish Brooke is made exceptionally simple and straightforward. Cindy is a great communicator and has a terrific friendly personality to give straightforward advice which is then readily acted upon and put in place through the assistance of the wonderful Klaudia. Overall, and most importantly Cavendish Brooke give a personal touch to the services they offer and instil into the client a great sense of trust and confidence throughout.”
D.C.
It is important to me to have established a bond of trust, and indeed friendship, with the person who advises me on pensions, mortgages and investments and Cindy has never failed me.
"We have used Cavendish Brooke for financial advice for many years. We consider them to be extremely professional in their way of operating and happy with the financial knowledge and personalised service offered. In recent years we transferred to Cindy as our advisor, due to our advisor of 20 plus years leaving the industry, so a very hard act to follow. Cindy is exceptionally thorough in her approach, patient and diligent in answering however many questions you might have and in no way a pushy sales person. It is a real pleasure to have Cindy has our advisor, we know our investments are in safe hands and with someone who understands the industry and takes the time and effort to understand us as individuals so that she can provide the best advice possible. We look forward to your continued help and guidance as we plan for the years ahead."
Mrs M, Management Consultant, Bucks
“I was genuinely nervous about moving my final salary pension onto the markets. Having met with Cindy and another wealth management company, it was obvious who to choose.
I immediately felt comfortable with Cindy’s advice and our agreed actions. She has made managing our family finances reassuringly simple such that both my wife can understand and feel comfortable with her proposals.
Cindy’s warm and patient manner is greatly reassuring (can you overuse a word?) and we certainly have no regrets in entrusting our finances with Cavendish Brooke and Openwork.
Klaudia provides great back-up and is there to prepare us for our regular reviews and help with any follow-up. The experience and expertise that Cindy brings has made us realise how fortunate we are to be in such trusted and safe hands.”
Mr B, Retired Engineer, West Sussex
“We wanted to take a moment to express our sincere gratitude for Jesse’s invaluable assistance throughout the process of securing our mortgage. His expertise and support played a pivotal role in achieving a successful completion.
From our initial consultation to the finalisation of the mortgage agreement, Jesse demonstrated professionalism and dedication. His guidance in navigating through various mortgage options and his clear explanations helped us make informed decisions.
We truly appreciate his responsiveness to our inquiries and his proactive approach in addressing any concerns that arose along the way. His efforts made the entire process much smoother and less daunting for us, and we are now settling into our new home with peace of mind.
We will not hesitate to recommend your services to anyone seeking mortgage advice in the future.”
C.C. and B.C.
Cavendish Brooke give a personal touch to the services they offer and instil into the client a great sense of trust and confidence throughout.
“Cindy at Cavendish Brooke has been extremely informative and generous to us. We went to her for pension and future financing advice and were delighted with the detail she provided and researched. We have kept in touch. She always responds by email and keeps us in the loop of all things financial that might be of interest to us, but without overburdening. We trust her judgement and have recommended other friends to Cavendish Brooke. They are a safe pair of hands, provide sound advice with honesty and reassurance.”
S.J. Poole, Teacher, Brighton
M.B., Priest, Brighton
“In spite of being in the investment sector, I never find the time for my own personal investment choices. Working with Cindy for a few years now has been great - she keeps herself very well informed and goes above and beyond. She gives the impression that you are the most important client regardless of how much you have to invest at any one time. She is technically very astute and can always advise on any matter even if not always relevant for her.
I have recommended Cindy and her team to a number of friends and colleagues.”
V.P., HR Director, London
The support and advice of Jack Spiers has been outstanding as we have had to get into the detail of pre-retirement. Personal financial planning is a difficult area and we have neither the time or the expertise to deal with it alone. Jack has guided us through in a very logical and clear way, explaining every step in a way which is easy for us to follow and understand.
We recommend him highly.
Mr D, Tax Manager
We know our investments are in safe hands and with someone who understands the industry and takes the time and effort to understand us as individuals so that she can provide the best advice possible.
“Until October 2013 I had managed our own financial affairs with a mixture of Property investing, some ISA's, and shares together with a SIPP pension plan. The property portfolio was the largest part of our investments and were to be sold off to provide capital and income for our retirement. I was not totally aware of the investment possibilities available to me so I made contact with Cavendish Brooke through a previous Openwork advisor. I met with Nigel Goodman to discuss our financial position and to understand Cavendish Brooke's possible recommendations. As we were both retired we needed to simplify our investments and spread our risks accordingly.
Nigel understood our requirements and recommended an Investment Bond spread over several funds to provide for growth and monthly income with the SIPP being transferred to a Prudential annuity for further monthly income. We took this advice and proceeded accordingly and have been pleased with the investment. We have since added annual ISA's and taken financial advice on Wills and Estate Planning. Overall we are pleased with Nigel and his teams efforts and advice, enjoy our twice yearly portfolio review meetings to discuss current and future positioning. I have no hesitation in recommending Cavendish Brooke to friends and family for all forms of financial advice.”
Mr & Mrs M, Retired, Kent
Jack has been a pleasure to work with. Finding someone who is approachable and makes you feel comfortable to ask the silly questions can be difficult when it comes to financial matters. Not everyone understands the ins and outs, you need someone you can talk to and who will take the time to answer your questions. Jack is very personable. However, he’s also very knowledgeable and gives sound advice by balancing the different options for you. I have felt very secure knowing that Jack is the one driving matters forward and he has ensured that I am informed and comfortable every step of the way. He is hard-working and very capable. I am glad that I took this chance which I would not have entertained if anyone other than Jack had been at the helm.
R.P., Judge
I have had the good fortune of being helped by Jack Spiers of Cavendish Brooke for nearly three years now.
I brought to him what I felt was a messy and complex situation to bring various pensions together into a single managed fund. It is not something I am familiar with or enjoy, so I am sure I am not the perfect or easiest client. In spite of this Jack has always been patient, professional, warm and friendly. He has put up with my slowness and need to reschedule appointments, and on every occasion he has been flexible and helpful. He is a pleasure to deal with and has the expert knowledge and skill to communicate the unfamiliar to me, in a clear, concise and understandable manner.
At all times the customer service from Jack and Cavendish Brooke has been first class, and I can trust and rely on Jack to help and advise me. I am sure I won’t ever be a high earning client for Cavendish Brooke but I definitely feel, important, individual and valued, and I will certainly continue to take Jack’s advice.
G.H., Management Consultant, Berkshire
At all times the customer service from Jack and Cavendish Brooke has been first class, and I can trust and rely on Jack to help and advise me. I feel important, individual and valued.
“Jack has really impressed me with the in-depth and personalised overview towards financial and retirement planning, with all my goals considered. All information was very helpfully presented to me which made the decision making process to make the recommended investments all the more easier.”
R.C.
“Cindy Griffith has been my trusted adviser for more than twenty-five years, with the aid of her excellent assistant Klaudia Oprzedek. I have always recommended Cindy to my friends, family and colleagues and shall continue to do so.”
J.H.W., Opera Singer, Cardiff
“Jack assisted me in setting up my private pension. I found him extremely helpful and knowledgeable. He ensured he took the time to explain everything to me and I felt like I was in safe hands. Jack is personable and approachable - I have recommended him to colleagues already and am very happy overall with the service I received.”
K.G.
We wanted to take a moment to express our sincere gratitude for Jesse’s invaluable assistance throughout the process of securing our mortgage. His expertise and support played a pivotal role in achieving a successful completion.
“As someone who is not an expert in money matters, Jack Spiers was very patient with me, and took the time to explain everything very clearly. He made sure I understood every step of the process, and talked in detail about the various options, the potential outcomes, as well as balancing any risks. I have always received a quick response to any questions, and I feel confident knowing that Jack and his team are competently looking after my future. I would definitely recommend Jack and Cavendish Brooke to any future investors."