Cathedral Financial Services LLP

Independent Financial Adviser  49 Cardiff Road, Llandaff, Cardiff, CF5 2DQ
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FCA authorised
Last authorised 14th September 2020
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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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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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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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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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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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Group risk
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Long term care
Meet our advisers
Richard Holland
Partner
Jeffrey Ellis
Partner
About us

Richard Holland and Jeffrey Ellis have a wealth experience between them totalling more than 50 years.
Recently re-located to their conveniently located offices in The Old Probate Registry, Llandaff, Richard joined Cathedral as Partner and lead adviser after almost 18 years running a Wealth Management subsidiary of a large accountancy practice.
We offer a personal and professional service specialising in retirement planning, and all aspects of pension advice for clients accumulating funds and also clients who are approaching the time of retirement where the advice is critical due to the pension freedoms.
We also provide investment portfolio review and construction and utilise the cost effective passive fund ranges to manage risk.
Richard brings with him an expertise in tax planning including IHT mitigation and is used to working closely with existing Professional advisers; Solicitors, Accountants & Stockbrokers.
We are happy to review and advise on existing arrangements for old and new clients.
There is a full choice of fixed fees, hourly charge rates or product charges in order to secure our services.
Annual reviews are also advised and costs are agreed in advance. Initial exploratory meetings are, however, always at our expense.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face

49 Cardiff Road, Llandaff, Cardiff, South Glamorgan, CF5 2DQ

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