From our offices at 1 King William Street in the City of London, we provide personal wealth management, retirement planning, inheritance tax mitigation, and bespoke mortgages backed by over 20 years of fiduciary excellence.
We structure complex financial arrangements into concrete life outcomes—ensuring wealth preservation, seamless retirement income, and protected family legacies.
Pre-retirement asset accumulation, pension tracking, and advanced cashflow projection. Maximise income flexibility through tailored flexi-access drawdown and SIPP management at retirement.
Explore Retirement Strategies →Strategic trust structuring, Business Property Relief (BPR), and generational gifting frameworks to protect family assets from disproportionate 40% HMRC inheritance tax liabilities.
Explore IHT & Trust Planning →Tailored portfolio construction and risk-calibrated asset allocation across ISAs and Investment Bonds. Disciplined stewardship designed to outperform inflation and mitigate market volatility.
Explore Investment Portfolios →Access to exclusive lender panels through The Openwork Partnership. Bespoke financing solutions for high-net-worth purchases, complex self-employed income structures, and corporate EMS schemes.
Explore Mortgage Brokerage →Key person assurance, shareholder protection, and business debt indemnity safeguarding corporate liquidity and ownership continuity should an owner or director suffer ill-health or death.
Explore Corporate Solutions →Professionally drafted Wills, Lasting Powers of Attorney (Health & Welfare, Property & Financial Affairs), and asset distribution safeguards preventing statutory intestacy disputes.
Explore Estate Planning →“Cavendish Brooke 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 (Client since 2004)
A disciplined, conflict-free pathway designed to deliver intellectual rigor and complete clarity at every stage of your wealth journey.
A complimentary, confidential conversation to map your complete balance sheet, personal aspirations, existing pensions, tax liabilities, and family priorities.
Advanced stochastic cashflow modelling simulating inflation, market fluctuations, and decumulation rates to stress-test your financial independence.
Careful execution of tax-efficient portfolio restructuring, trust establishment, pension consolidation, and preferential mortgage drawdown.
Twice-yearly face-to-face reviews at 1 King William Street to rebalance holdings, evaluate regulatory tax shifts, and ensure alignment with family goals.
Over a century of combined City of London financial expertise, grounded in fiduciary rigor and personal client care.
Founded Cavendish Brooke in 2004 following leading roles at Allied Dunbar and Zurich Advice Network. Specialises in holistic wealth management and legacy planning for high-net-worth families.
Specialises in holistic financial planning and retirement strategies that grant clients complete peace of mind without administrative burden. Former Director and Treasurer of AIPP.
Focuses on sophisticated cash flow modelling, pre-retirement structuring, and intergenerational tax efficiency. Completed the 2022 London-to-Amsterdam cycle ride for Regain Sports Charity.
Delivers comprehensive financial advice across family protection, tax-efficient investment portfolios, pension consolidation, and inheritance tax mitigation.
Specialises in complex mortgage transactions, contractor daily-rate finance, self-employed borrowers, and high-value residential remortgages across the UK market.
Over six decades of City financial experience. Joined Cavendish Brooke at its foundation in 2004; specialises in 'At Retirement' pension income maximisation and estate settlement.
Verified experiences from high-net-worth families, self-employed professionals, and retired executives who have partnered with Cavendish Brooke.
“We bought our first home with Jesse, and honestly, we couldn’t have asked for anyone better. He was always there to answer our questions and made the whole mortgage and remortgage process feel so much less stressful. We’re self-employed, and my husband is paid on a daily rate, so several brokers told us getting a mortgage would be difficult or simply not possible. Jesse made it happen. He found a lender who accepted my husband’s daily rate income and made it possible for us to get our mortgage when everyone else had said no. Thanks to Jesse, we were able to buy our home. We feel incredibly lucky to have found him and can’t recommend him highly enough. Thank you, Jesse!”
Self-Employed Mortgage Client · 5.0 ★ Google Review“We’ve worked with Jesse on our very first mortgage and he was a great help throughout! He was always there to answer our questions (which we had lots of!) and help us out with anything and everything that came up during the process. As first time buyers, we truly appreciated his assistance, expertise and super kind attitude.”
First-Time Buyer Mortgage · 5.0 ★ Google Review“We had the pleasure of working with Jesse Sydenham to get our mortgage in place and can’t recommend him highly enough. He talked through all available options with us, was always quick and efficient with communications and supported us throughout the whole process as well as advising us on insurance options which was so helpful. We would absolutely recommend Jesse as a mortgage advisor and will go back to him when our current agreement runs out!”
Mortgage & Protection · 5.0 ★ Google Review“I have worked with Nigel Goodman for over 28 years. His integrity, deep market knowledge, and unswerving client commitment have been exemplary throughout. I place complete trust in Cavendish Brooke’s guidance.”
28-Year Wealth Management Client · London“Overall we are pleased with Nigel and his team’s 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.”
Retired, Kent · Portfolio & Investment Review“Jesse was extremely informative and helpful to us as we navigated getting a mortgage for our first home. He explained things clearly and no question was too small or silly. Thank you Jesse!”
First-Time Home Buyer · 5.0 ★ Google ReviewFounded by partners whose relationship began through charitable volunteering in 1993 for the Allied Dunbar Charitable Foundation, ethical responsibility is deeply embedded in our firm.
Nigel Goodman has chaired the fundraising committee since 2011/2012, preserving green sports playing fields across Greater London for future generations.
Active ongoing sponsorship providing dedicated support for individuals who have suffered tetraplegia through sports accidents (including Jack Spiers' 2022 cycle ride).
Cindy Griffith serves as Trustee and Treasurer for wildlife conservation and domestic animal welfare initiatives in Zimbabwe and the UK.
Operating a near-paperless City office and offering bespoke Environmental, Social, and Governance (ESG) ethical portfolios for values-aligned wealth building.
Concise, direct-answer summaries addressing fee structures, regulatory protection, and initial consultations.
Take a confident, low-risk step toward financial clarity. Schedule an introductory discussion with our City consultants.
Conveniently situated adjacent to Bank junction, in the historic financial core of the City of London.
