Welcome to
MHA Caves Wealth
At MHA Caves Wealth, we understand the importance of a well-considered approach to wealth management.
We endeavour to deliver positive outcomes through a combination of tailored financial planning and bespoke investment management, alongside consistent oversight of both elements to ensure alignment with client expectations.
Our Services
Established in 1906, we are one of the oldest surviving firms of stockbrokers and investment managers in the UK, experience which enables us to help our clients to make the right investment decisions and giving them peace of mind today, tomorrow and for the future.
Wealth Management
Whether searching for a complete wealth management solution, impartial financial advice, investment management or an efficient stockbroking service, we are able to help.
Financial Advice
Investment Management
Stockbroking
Intermediary Services
Contact Us
We constantly challenge ourselves to lead and compete with the very latest industry thinking. We've developed corporate expertise across a variety of sectors to offer you the best possible financial advice.
Call: 01604 621 421
Meet
the team
At MHA Caves Wealth, we have a team of specialist financial advisers that can handle every aspect of your wealth management needs. Find out more about our experts below how they can help you today.
Simon Harvey
Chief Executive | Investment Manager
Andrew Cockerill
Director | Head of Investment Committee
Peter Brydon
Director | Independent Financial Adviser
Steve Willerton
Director | Investment Manager
Paul Mansfield
Chartered Wealth Manager
Andrea Wood
Associate | Investment Manager
Gregg Taffs
Associate Director | Independent Financial Adviser
Scott Newbould
Associate | Independent Financial Adviser
Scott Kent
Associate | Independent Financial Adviser
Roy Osbourne
Independent Financial Adviser
Marcus Bull
Independent Financial Adviser
Dominic Thackray
Independent Financial Adviser
Gary Doolan
Independent Financial Adviser
Charlotte Elgar
Independent Financial Adviser
David Hume
Independent Financial Adviser
Alice Kenny
Head of Paraplanning, Associate
Rebecca Friel
Compliance Manager
