Bassline by Cavendish Ware

In this special “Situation Update” episode, Lance Peltz unpacks the rapidly evolving global landscape and its economic implications. Lance offers a grounded, no-predictions perspective on geopolitical tensions, highlighting how disruption to energy, materials, and supply chains is driving inflation, market volatility, and consumer pressure worldwide. From oil and LNG dynamics to emerging-market vu...

In this special episode, the roles are reversed as Adrian takes the interviewer’s seat to speak with Dave about a subject that is both deeply personal and increasingly relevant: neurodiversity, late ADHD diagnosis, and the profound impact this can have on our relationship with money . Dave reflects on being diagnosed with ADHD later in life, prompted initially by his children’s experiences and a g...

In this special Budget edition of Bassline , Dave is joined by Adrian and Lance for a frank, occasionally exasperated, unpacking of what was billed as one of the most hyped UK budgets in years. That hype, they agree, was largely fuelled by weeks of political kite-flying, leaks, reversals, and noise. When the moment finally arrived, the reality felt underwhelming. All three describe a budget shaped...

In this episode, Dave Wallace sits down with Cavendish Ware advisers Mat Bonney and Jenny Earl to unravel one of the most misunderstood areas of financial planning: trusts . What begins as Dave’s personal curiosity quickly turns into a clear and engaging masterclass on how trusts work, why they exist, and how they can protect and preserve wealth across generations. Mat and Jenny explain the origin...

In this episode, Dave is joined by Rory Maguire from Fundhouse and our very own Lance Peltz for a candid discussion on the state of the economy in the wake of “Liberation Day.”  They unpack the real impacts of US tariffs, shifting market sentiment, and the delicate balance between economic forecasts and investment decisions.  From the dominance of mega-cap tech stocks to the volatility of crypto,...

In this insightful episode of Bassline, David Wallace sits down with Lance Peltz for an in-depth exploration of the current global economic landscape, focusing particularly on the implications of recent developments in the United States and their broader impact on international markets. Lance shares his expert analysis of the uncertainties surrounding President Trump's economic policies, part...

In this episode, Dave and Lance break down the 2024 U.S. presidential election results, which saw Donald Trump secure a decisive victory. They discuss the key factors behind this outcome, including voter dynamics, economic pressures, and niche community mobilisation. The conversation also examines the global trend of incumbents facing backlash, the economic and geopolitical implications of Trump’s...

In this episode, Lance and Adrian delve into last week’s budget with a detailed analysis. Lance breaks down the numbers, exploring how Rachel Reeves has raised the borrowing threshold and what it means for fiscal policy. Adrian then highlights key aspects of the budget, discussing its potential impacts on Cavendish Ware’s clients.

In this episode of Bassline , Dave is joined by Lance, to discuss the dramatic fluctuations in the financial markets that occurred shortly after Lance returned from his holiday. Lance dives into the unexpected movements in the Japanese yen and its significant impact on global markets. He explains the concept of the "yen carry trade" and how a surprise rate hike by the Bank of Japan trigg...

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 sto...

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 Der...

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 e...

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.