Over Two Decades of Fiduciary Excellence

Began in accountancy before bullion trading in the City. Entered financial services in 1981, becoming a top consultant at Allied Dunbar and Zurich Advice Network before founding Cavendish Brooke in 2004. Specialises in wealth management for high-net-worth clients.

Relocated to the UK from Zimbabwe, qualifying as a financial consultant in 1989. Specialises in holistic planning and retirement structuring. Former Director and Treasurer of the Association of International Property Professionals (AIPP).

Began at NatWest Bank in 1987, moving to Allied Dunbar in 1992. Quality Risk Manager since 2000, ensuring rigorous compliance and quality assurance across all client documentation and advice.

Joined the industry at Prudential in 1998, supporting IFA investments and PruFund launches. Joined Openwork in 2023, partnering with Cavendish Brooke to support regulatory development and business planning.

Began in retail management before joining Cavendish Brooke in 2025. Manages practice operations, compliance workflows, and client systems while working towards Chartered Financial Planner status.

Former foreign exchange director and Lincoln Assurance branch manager. Joined Cavendish Brooke in 2004; specialises in 'At Retirement' pension income maximisation and assisting bereaved families with estate settlement.

University of Exeter graduate. Formerly with St. James's Place; joined in 2021. Focuses on advanced cash flow modelling, pre-retirement structuring, tax efficiency, and wealth transfer. Active Regain charity supporter.

Joined Cavendish Brooke in 2022. Holds the highest level professional planning qualification in the UK. Delivers holistic financial positioning across family protection, pensions, and IHT mitigation.

Physics graduate from Royal Holloway. Joined Cavendish Brooke in 2022, advising clients on portfolio restructuring, pension consolidation, and long-term wealth building while completing Chartered papers.

Began mortgage career at NatWest in 2014 before senior brokerage roles. Heads Cavendish Brooke's mortgage division, securing competitive financing for contractors, daily-rate workers, and prime property purchasers.

First-class economics graduate and former professional footballer. Completed Openwork graduate scheme before joining in 2023. Advises families, private clients, and sports professionals on wealth preservation.

Joined Cavendish Brooke in 2011. Oversees new business administration, client servicing, and valuation workflows while studying for her Financial Services Diploma to qualify as a Paraplanner.

Began at Curtis Banks in 2022; joined Cavendish Brooke in 2025. Coordinates client reporting, policy administration, and paraplanning support while preparing for professional advice examinations.

Management graduate from Royal Holloway; passed CII R05 Financial Protection examination. Joined Cavendish Brooke in 2026, supporting wealth consultants in client analysis and cash flow modelling.

Kingston University graduate in Accounting & Finance. Joined Cavendish Brooke in 2025 to support Jesse Sydenham across mortgage operations and personal insurance while completing mortgage advisory qualifications.

Oversees Cavendish Brooke's digital presence, community communications, and client outreach programmes, maintaining the firm's brand identity and educational updates across modern media channels.

Two decades in private client and family office administration. Joined Cavendish Brooke in 2026, delivering precision portfolio administration and client liaison while pursuing Level 4 Diploma studies.