The past year has been a busy one for Cavendish Ware. The firm has completely changed its client offering, opting to offer a discretionary investment service to all 905 clients.

All clients have migrated across to the new advice mandates and the firm has invested in a new IT system, with a new customer relationship management tool launching in the next few months.

Cavendish Ware is striving for a 1:1:1 ratio in terms of adviser, paraplanner and client services. It has therefore increased adviser numbers through recruitment and internal development.

The firm has its sights set on achieving £1bn in assets under advice within the next three years and believes the changes and investments it has made in the past 12 months are going to be key to achieving this.

Greg Reid is a director.

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