Cathedral Independent Financial Planning Ltd

Cathedral Independent Financial Planning Ltd is a respected financial planning firm serving clients in Bedfordshire, North London, and Oxfordshire. Established in 2000, our company has earned a reputation for providing personalized and tailored financial guidance across various financial aspects. We believe in building strong relationships with our clients, understanding their individual goals and anxieties, and delivering solutions that align with their specific needs.

Our Expertise

Our team of highly qualified and experienced financial planners offers comprehensive guidance and solutions in the following areas:

Financial Planning & Advice

• Investment and savings planning
• Pension and retirement income planning
• Insurance protection (life assurance, critical illness, income protection)
• Mortgage planning and equity release
• Estate planning and inheritance tax mitigation

Wealth Management

• Investment portfolio creation and management
• Portfolio review and optimization
• Regular reporting and communication

Retirement Planning

• Pension consolidation and maximization
• Retirement income planning
• Pension options advice for employers

Protection Planning

• Life insurance planning
• Critical illness insurance
• Income protection insurance
• Medical insurance review

Planning for Later Life

• Long-term care planning
• Estate planning and wills
• Inheritance tax mitigation strategies

Our Values and Approach

At Cathedral Independent Financial Planning Ltd, we are guided by the following values:

• Client-Centricity: We prioritize understanding your individual needs and goals to deliver solutions that work for you.
• Integrity: We operate with transparency and adhere to the highest ethical standards.
• Sustainability: We are committed to responsible and sustainable financial planning practices.
• Transparency: We provide clear and concise explanations about your financial situation and the options available to you.

Our Commitment

We are dedicated to providing our clients with personalized, objective, and timely advice that empowers them to make informed financial decisions for the future. Our commitment to unwavering support, open communication, and transparency has formed the bedrock of our success over the years.