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  11. Cathedral City Financial Services Ltd

Cathedral City Financial Services Ltd

Restricted - Whole of Market  The Old Stables, Salisbury, Wiltshire, SP5 4EJ
How can Cathedral City add value for you? We pride ourselves on taking a personal approach, ensuring we find the right solution to suit your needs and circumstances.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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SIPPs
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Buy my next home
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Buy to let
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Buying first home
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 18th January 2021
Meet our advisers
Keith Jennings
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Graeme Jennings
Financial Adviser

This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

With over 35 years of experience, we continue to provide honest, personal and tailored advice on financial, mortgage and protection matters.

Call us now for an initial free 30 minute chat

Where to find us
Head office address: The Old Stables, Longford Farm, Salisbury, Wiltshire, SP5 4EJ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

We are regulated by the Financial Conduct Authority

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 18th January 2021

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