Cathedral Independent Financial Planning

Our Vision

At Cathedral Independent Financial Planning Ltd, we empower individuals and businesses to achieve a secure and prosperous financial future. We believe in providing personalized, proactive financial guidance that aligns with your unique goals, aspirations, and circumstances.

Who We Are

Founded in 2000, Cathedral boasts a team of experienced and qualified financial planners with a proven track record in crafting comprehensive and tailored financial plans. We have established three offices in Cranfield, Bedfordshire, Witney, Oxfordshire, and Pinner, North West London, to serve clients across Bedfordshire, North London, and Oxfordshire.

Our Values

Our core values guide our client-centered approach:

• Integrity: We uphold the highest ethical standards and act with transparency and honesty in all our dealings.
• Independence: Our freedom from affiliations with any financial institutions allows us to recommend the most suitable solutions for your individual needs.
• Expertise: We maintain extensive knowledge of the ever-changing financial landscape and utilize cutting-edge technology to deliver tailored solutions.
• Client-Centricity: We prioritize understanding your unique concerns, goals, and aspirations to create a personalized plan that aligns with your life stage and financial situation.

Our Services

We offer a comprehensive range of services designed to address various financial aspects of your life, including:

Individual Planning

• Investments & Savings
• Pensions & Retirement Income
• Insurance Protection
• Property Purchase & Equity Release
• Inheritance Tax Mitigation
• Estate Planning & Wills

Business Planning

• Retirement & Employee Benefits Consulting
• Business Succession Planning
• Corporate Finance & Investment Solutions

Our Approach

Each client engagement begins with a thorough review of your financial situation and goals. We take the time to understand your aspirations, anxieties, and risk tolerance to develop a holistic plan that addresses your specific needs. We review your existing plans and investments, identifying potential gaps and opportunities for optimization.

We are committed to

• Providing clear and concise explanations in understandable language.
• Regularly reviewing and updating your plan to ensure its effectiveness over time.
• Offering ongoing support and guidance as your financial circumstances and goals evolve.

Get Started

Contact us to schedule a complimentary 30-minute consultation with one of our experienced financial planners. We will discuss your unique situation, understand your goals, and explore how we can work together to achieve financial success.