Caves & Sons, the wealth manager and independent financial advisory (IFA) firm, have partnered with MHA MacIntyre Hudson to strengthening its suite of tax, advisory and wealth services for high-net-worth clients.
Following the deal, which has been approved by the Financial Conduct Authority (FCA), Cave & Sons will be renamed MHA Caves Wealth to reflect its ties to MHA MacIntyre Hudson. The deal will form the basis of a lasting partnership, with MHA Caves Wealth’s investment managers and financial advisers collaborating with MHA MacIntyre Hudson’s private wealth client teams across the latter firm’s network of regional offices. MHA Caves Wealth will continue to serve all its existing clients while forming a core part of MHA MacIntyre Hudson’s comprehensive private wealth offering.
MHA MacIntyre Hudson and Cave & Sons are responding to increasing client demand for an integrated and holistic private wealth service, which incorporates discretionary and advisory wealth management alongside tax planning and other accounting and advisory services.
Led by Simon Harvey, Cave & Sons is one of the UK’s oldest wealth management firms. Founded in 1906, it specialises in the provision of discretionary and advisory wealth management and of independent financial advice. MHA MacIntyre Hudson is the largest member of MHA, the network of accountancy firms that together form the UK’s twelfth largest accountancy group.
Rakesh Shaunak, Group Chairman of MHA MacIntyre Hudson and MHA, said:
“Increasingly, owner-managers and high-net-worth individuals want to see a comprehensive and fully integrated range of advisory and investment services from their providers. In addition, they want a highly personal, tailored wealth management service, responsive to specific individual needs with the highest levels of client service. Our partnership with Cave & Sons, now MHA Caves Wealth, further strengthens our ability to provide this service.
“From now on we can complement all our existing advisory services with the sophisticated, highly-professional, in-depth financial advice and wealth management offering that Cave & Sons is well known for.”
Simon Harvey, CEO of Cave & Sons, said:
“This deal enables MHA MacIntyre Hudson and MHA Caves Wealth to become an integrated wealth management solution for both new and existing clients’ wealth management needs. We aim to provide the full range of planning, advisory and wealth management services that business owners and high-net worth individuals require.
“The partnership between MHA MacIntyre Hudson and MHA Caves Wealth is also a springboard for future expansion. With MHA MacIntyre Hudson’s network of offices and clients throughout the UK and the skill and experience of its private client team behind us, MHA Caves Wealth can look forward to bringing our wealth management services to clients across the country.”
MHA Caves Wealth is an independent wealth management firm based in Northampton, offering a wide range of financial services, including investment management, stockbroking, and financial planning. The team can be reached on 01604 621421, or via the online contact form at www.mhacaves.co.uk where you will find further information about MHA Caves Wealth
MHA Caves Wealth is authorised and regulated by the Financial Conduct Authority (FCA), Financial Services Register number 143715