All too often an individual’s investment portfolio is made up of recommendations from friends, colleagues and current or former advisers.

In this instance a good chance exists that you are unaware of how much risk you are taking and whether it is appropriate for your present situation.

Cavendish will give you an impartial assessment of your current holdings. We aim to bring you to an understanding of how risk is related to investment returns. Once you know how much risk you are willing to accept we can structure a balanced portfolio to suit you.