Cave and Sons Case Study

Industry: Finance

Solution: Business mobiles

Location: Milton Keynes 

Our customer

Cave & Sons is a Northampton-based investment firm offering stockbroking, financial advice, and wealth management services to private clients, charities, and trusts. 

Background

Established in 1906, the firm has built a reputation for trusted, independent advice and long-term client relationships. Operating in a highly regulated sector, the business depends on fast, secure systems to maintain client service, meet compliance obligations, and support growth.

Having already worked with dbfb for business mobiles and telephony, Cave & Sons turned to us to modernise their wider infrastructure and create a more streamlined, future-ready setup.

Challenge

Cave & Sons were operating on an outdated phone system with limited features and no disaster recovery plan. They were still relying on ISDN30 lines, which had already become unsupported and were due to be switched off completely due to the PSTN Switch Off. Call charges were high, the system lacked flexibility, and there was no easy way to scale or modernise without significant cost and disruption. Their call recording setup also presented compliance risks, offering no secure storage or portal access to retrieve records – an essential requirement for regulated businesses. In addition, their leased line was expensive, service levels were inconsistent, and support from their previous provider was limited.

With frustrations building and regulatory pressures increasing, the team decided to move more services to dbfb, building on the relationship already in place through their mobile and telephony contracts.

Solution

dbfb delivered a complete upgrade of Cave & Sons’ communications and connectivity. We moved the business to a full fibre broadband connection via CityFibre, delivering speeds of over 700 Mbps to support cloud-based systems and improve day-to-day performance. A new VoIP phone system was implemented, offering flexible call routing, voicemail updates and easy scalability as the team grows.

To meet FCA compliance requirements, we deployed an Oak call recording solution with secure storage and simple retrieval via a user-friendly portal. The setup also includes a secondary connection with automatic failover for added resilience. With 7,000 inclusive call minutes each month and one provider for support, billing and upgrades, Cave & Sons now benefit from a faster, more secure and future-proofed setup, without the complexity of managing multiple suppliers.

Key benefits

• Over £2,600 saved annually on leased line costs

• Internet speeds improved from 90 Mbps to over 700 Mbps

• FCA-compliant, tamperproof call recording with easy access

• Flexible VoIP phone system with remote call management

• Backup ADSL connection for added resilience

• One provider for support, billing and upgrades

• Scalable, secure setup ready for future growth

Results

Since partnering with dbfb, Cave & Sons has seen clear improvements in speed, security, and service. Internet speeds increased from 80–90 Mbps to over 700 Mbps, providing the capacity to support cloud-based systems, video calls, and day-to-day operations without delay.

The FCA-compliant call recording system now gives the team easy access to tamperproof records, streamlining compliance and audit processes. With the flexibility to manage calls remotely, update messaging, and redirect lines, internal communication is more efficient and responsive.

Financially, the business is better off too. They’ve saved £2,600 annually on their leased line, while capped monthly calling charges have helped reduce and stabilise costs. Consolidating all services under dbfb has also simplified support, giving the team one provider to manage everything.

“dbfb are efficient, reliable and offer great customer support!”

Ed Caswell, Associate Director & Investment Manager, Cave & Sons

The business is now operating on a scalable, secure setup that not only meets industry regulations but gives the team confidence for the future.

Whether you’re in finance, legal or another regulated sector, we can help you build a smarter setup that just works.