Cathedral Financial Services LLP

Independent Financial Adviser 49 Cardiff Road, Llandaff, Cardiff, South Glamorgan, CF5 2DQ
FCA verified
17th June 2019
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Long term care
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Jeffrey Ellis
Richard Holland
Where to find us

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

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.

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

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