In this episode, Lance and Dave discuss the current geopolitical landscape and its impact on global markets. They focus on energy prices, the Middle East, and the ongoing COVID-19 pandemic. Lance highlights the significance of the equity market, emphasising corporate profitability, valuations, and dividend growth. He delves into the investment strategies for the 'Fab Four' technology stocks, including understanding their underlying factors.The duo then discuss how inflation affects the economy, including slower interest rate expectations and faster pay increases for lower-paid cohorts. They also discuss how inflation has fallen sharper than expected, leading central banks to signal possible rate cuts.

Roy and Mat talk through some of the highlights of the event that Cavendish Ware ran in conjunction with Kingsley Napley and Moore Kingston Smith.The event included:Market predictions from the economist Russ Mould, offering analyses of investment markets and historical lessons, to help with understanding what the future might hold.A panel of experts hosted by the broadcaster and journalist Dermot Murnaghan and panellists Waqar Shah, Corinne Aldridge, James Ward TEP, Tim Stovold, Roy McLoughlin, James Fulforth and Adrian Ware,  who talked through a series of subjects that delved deep into critical topics affecting our nation's future, including:> Tax Implications: The looming risks associated with potential changes to CGT, IHT, and income tax and the implications for us all> Non-Domicile Tax Regime: How the UK's attractiveness to wealthy individuals might shift, a topic of paramount importance for economic growth and diversity> Investment and Personal Finance: From the VAT on school fees to alterations in pension rules, how these changes could reshape our personal financial landscapes and investment strategies> Employment Law and Wellbeing: The impact on employment law, employee benefits, and mental health and wellbeing were also thoroughly examined, painting a holistic picture of the potential societal shifts ahead.Tune into to find out more....

Lance talks about what is happening in the economy and some things to watch out for in the future. We talk about Bonds, Interest rates and the impact of geopolitical events such as the war in Ukraine, the Middle East situation and the upcoming presidential election in 2024.

In this extended episode, the tables are turned, and Adrian interviews Dave Wallace and Rob Reed about Generative AI and why it is such an exciting technology. Dave provides a broad perspective, and Rob, a financial planner at Cavendish Ware, talks about how he has educated himself about the topic and why he believes it is such a transformative technology. And how he has become a world-renowned expert on Guinea Pigs thanks to Chat GPT.

Adrian and Lance chat about the year so far. Adrian discusses Cavendish Ware, including the proud moment of receiving the "Best Financial Advisers to Work For" award from Professional Advisor. Lance talks about what is happening in the economy more broadly and some things to watch out for in the future.

We discuss why Cavendish Ware has made the move to Discretionary Portfolio Management, why Fundhouse was selected as a partner and get some insight on Fundhouse from its MD, Rory Maguire, including its investment approach. Rory and Lance also chat through the process that they go through when selecting funds.

In this episode we discuss the events of 2022 with Adrian and Lance. What a year it was!

In this episode Jack Williams from Cavendishware talks to Tilly Wallace about the things she needs to be thinking about as a young adult, as she considers her financial future.

Lance chats us through what happened as a result of the mini-budget in the UK. He explains in lay-mans terms some of the technicalities and how Cavendish Ware has responded!

In this episode, Lance Peltz Cavendish Ware's Chief Investment Officer talks us through what is happening in the world today, based on his latest quarterly analysis.

In this episode, Matt Smith who works in client Support for Cavendish Ware talks about is own personal experience of loss, and how important protection was to helping him in the most difficult of times.

Cavendish Ware is all about the Planning. But what does that actually mean? In this podcast, Greg Reid reflects on a few experiences and the value of the plan in helping clients live the life they want to lead.

In this episode Roy McLoughlin one of Cavendish Ware's Associate Directors give us a clients eye view on all things related to protecting the things in life that really matter.

Have you ever looked at your portfolio and wondered how investment decisions are made? For example, the factors that are taken into account when deciding what to invest in? Or the types of assets that make up a portfolio? In this episode, Lance Peltz Cavendish Ware's Chief Investment Officer, demystifys the what, the why and the how of the investment process!

In this month's episode, Dave and Adrian chat about the topics they will be covering in upcoming episodes. With appearances from special guests,  this will include subjects such as the fundamentals of wealth management, risk, cryptocurrencies, family finances and intergenerational wealth.

Bassline is the new podcast from Cavendish Ware. Our aim is to talk about the financial and investment topics that matter to you. In our very first podcast, Adrian Ware the founder and CEO of Cavendish Ware talks us through why he founded the business and what makes it unique.