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.
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