Overview
Cavendish Medical provides specialist financial planning for medical professionals, supported by decades of experience working with practitioners, senior hospital leaders and the NHS Pensions Agency. Their advisers have a deep understanding of the financial decisions that matter most to their clients.

I was brought in to help Cavendish find a clearer, more engaging way to communicate portfolio risk profiles, something intuitive, visually clean and suited to the analytical nature of their audience. My goal was to simplify complex information into an interactive digital tool that clients could easily understand and navigate, without losing the depth or precision required in financial planning.

Once the digital solution was in place, I translated the system into a print format for clients who prefer more traditional methods of communication. This ensured the approach was accessible to everyone, regardless of how they choose to engage.

The result is a cohesive, multi-format risk communication system that enhances clarity, improves client understanding and strengthens Cavendish’s overall advisory experience.