Business Details
26 Years
experience
Your Trusted Financial Advisers in Bedfordshire
Established in 2000, Cathedral Independent Financial Planning has built a reputation for delivering tailored financial advice to individuals and businesses. Our team of fully qualified advisers combines in-depth market knowledge with a commitment to impartiality, ensuring clients receive solutions aligned with their unique goals. As an independent firm, we operate without ties to specific providers, offering access to the entire financial marketplace.Our carbon-neutral status since 2019 reflects our dedication to sustainable practices. With offices in Cranfield, Witney, and Pinner, we serve clients across Bedfordshire, Oxfordshire, and North London, prioritising long-term relationships and client satisfaction through regular reviews and adaptive strategies.
Services
Financial Planning
Mortgage Advice
Retirement Planning
Investment Management
Estate Planning
Protection Insurance
Pension Solutions
Long-Term Care Advice
Details
- Year established: 2000
Highlights and features
- We offer fully qualified advisers with impartial financial advice.
- Our independence ensures access to the entire financial marketplace.
- We provide carbon-neutral operations since 2019.
- We serve clients across Bedfordshire, Oxfordshire, and North London.
- Our team offers adaptive strategies through regular client reviews.
Associations and certifications
- Financial Conduct Authority
What people say
Fantastic service
Excellent communication
Increased retirement pension
Recommend services
Steered me through
Services
Financial Planning
We create comprehensive financial plans tailored to individual goals, covering retirement, investments, and risk management. Our approach adapts to life changes, ensuring long-term security. Clients benefit from independent market access and expert guidance.
Mortgage Advice
Our specialists help clients navigate mortgage options for purchases, remortgages, and investments. We offer solutions for first-time buyers, adverse credit cases, and commercial properties. Advice focuses on securing competitive rates and suitable terms.
Retirement Planning
We design retirement strategies maximising income through pensions, ISAs, and tax-efficient investments. Our advice ensures clients achieve desired lifestyles while understanding state pension limitations and alternative savings vehicles.
Estate Planning
Our experts help structure estates to preserve wealth for beneficiaries, addressing inheritance tax and wills. We provide strategies for asset distribution and long-term care funding, ensuring client wishes are fulfilled.
Protection Insurance
We assess clients' protection needs against illness, job loss, or death. Solutions include life assurance, critical illness cover, and income protection policies tailored to family and financial circumstances.
Questions
What financial services do you offer?
We provide financial planning, mortgage advice, retirement strategies, investment management, estate planning, and protection insurance for individuals and businesses.
Are you regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA No. 231910).
How can I access your services?
Contact us via phone at 01234 752502 or email for a free 30-minute consultation in Cranfield, Witney, Pinner, or remotely.
What areas do you serve?
We operate across Bedfordshire, North London, and Oxfordshire, with offices in Cranfield, Witney, and Pinner.
How do you handle client complaints?
We aim to resolve issues directly, but unresolved disputes can be referred to the Financial Ombudsman Service for impartial resolution.
