Accountancy firm buys majority stake in IFA Cave & Sons  

'Fully-integrated services'

Julia Bahr
clock • 2 min read

Accountancy firm MHA MacIntyre Hudson has taken a majority stake in wealth manager and IFA firm Cave & Sons.  

Led by Simon Harvey, Cave & Sons has 15 staff and provides discretionary wealth management and independent financial advice.  Cave & Sons, founded in 1906, will be renamed MHA Caves Wealth. Its investment managers and financial advisers will collaborate with MHA MacIntyre Hudson's private wealth client teams across the firm's network of regional offices.   MHA Caves Wealth will continue to serve all of its existing clients while forming a "core part" of MHA MacIntyre Hudson's private wealth offering. The deal has been approved by the Financial Conduct Authority. MHA MacIntyre Hudso...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

The advice four-day working week: 'It's crucial to be forward-thinking'

The advice four-day working week: 'It's crucial to be forward-thinking'

Financial industry remains ‘largely outdated’

Isabel Baxter
clock 07 February 2025 • 2 min read
The BDM life: 'Being there for whatever reason, when they need you'

The BDM life: 'Being there for whatever reason, when they need you'

Life through a BDM lens

Brendan Llewellyn
clock 06 February 2025 • 5 min read
Brooks Macdonald completes Lift buy

Brooks Macdonald completes Lift buy

Lift founder Holden to lead financial planning business

Jen Frost
clock 03 February 2025 • 2 min read