Mission

  • To provide an excellent standard of advice and client services.
  • To encourage people to be aware of their right to choose in all aspects of their financial affairs.
  • To give more in value than our service fees.

 

We believe that a client’s decisions should:

  • be well informed
  • meet their personal and financial needs
  • have the flexibility to be changed and updated over time
  • be the foundation step of an overview of firstly, your family needs to provide peace of mind, and secondly your financial needs now and in the future
  • Help clients know what is available to them through the local community and government resources to provide support

Vision

What is our passion?

  • To leave a positive impact in our business interactions and to facilitate the delivery of practical and clear advice in our field of work.
  • To observe the ways that raising awareness of financial and legal rights to choose can;
  • encourage people to make informed decisions
  • can be of benefit to the clients, their family and their community.

Reciprocity:

As a business we have made a commitment to help and raise awareness of local based charities.

  • With this in mind, we provide a legacy will service to:
  • The Rowans Hospice – Purbrook
  • The Purple Community Fund (P C F)

Our ambition / aim

To grow as servant leaders in the area of professional estate planning and a variety of financially related administration services.

  • To raise awareness
  • To improve individuals well-being
  • To give something back to organisations who raise people up in their time of need.

What we do:

  • We listen to your situation, offer advice, and allow you to make informed decisions.
  • We create solutions which add value and security for you and your family.
  • We make an agreed and proportionate service fee.

If you would like to ask us a question or have query then please do not hesitate to drop us a telephone call on 02392 006212 or via Mobile 07711 788403 or alternatively use our contact form below, we are always happy to help.

Get a Consultation

If you are thinking about wills, lasting powers of attorney, inheritance tax planning, or general financial support, we offer advice and guidance.

Our vision is to support you with good advice to enable you to make the right choices in planning and managing your estate.  Please use the contact form and Sandra will get in touch with you to answer any questions you may have.

Consult Me!

Get In Touch!

To begin the process and protect your estate for the future.

Located conveniently for Portsmouth, Havant, Chichester, Fareham, Petersfield and the surrounding areas, contact us to find out more about our services and arrange an appointment.

Address

Cavell Associates Ltd, Langstone Technology Park, Langstone Rd, Havant, P09 1SA

Business Hours

Mon – Fri …… 9 am –5 pm

Phone

02392 006212
07711 788 403

Email

sandra@cavellassociates.co.uk