Cathedral Independent Financial Planning Ltd

Independent Financial Adviser 11 Mill Road, Cranfield, Bedford, MK43 0JG

First meeting at adviser's own cost

Response rating

7.0/10

10th September 2018

We help our clients achieve their goals, providing security for them and their families. Cathedral ..... assuring your tomorrow

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Business
- Commercial mortgages
- Corporate pension
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Financial planning
- Wealth management
Tax & trust planning
- Estate planning
- Taxation planning
Long term care
- Long term care

Meet our advisers

Elaine Corby Acii

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

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

Mark Chapman ACIB, DipFA, CeMAP, CeLTM, CeRER,

Managing Director

Qualifications & Accreditations Hide qualifications

ACIB Pre 1996 - Associate of the Chartered Institute of Bankers (LIBF)

This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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.

CeRER - Certificate in Regulated Equity Release (LIBF)

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

CeLM - Certificate in Lifetime Mortgages (LIBF)

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

DipFA - Diploma for Financial Advisers (LIBF)

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

Edward Smith CeMAP

Qualifications & Accreditations Hide qualifications

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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.

Where to find us

11 Mill Road, Cranfield, Bedford, MK43 0JG

About us

From Cathedral you will get independent financial planning advice. We provide an ongoing service for those clients looking for a long-term relationship with their advisers. Local advisers have more than 50 years experience between them. Most clients come to us by personal recommendation. Why not contact us today for a free initial discussion? Cathedral ... assuring your tomorrow. We are committed to offering a reliable and professional service which is tailored to meet the needs of our personal and business clients.

Our services

We provide an independent soundboard - something our clients really appreciate. We have great skill in guiding clients through often complex matters to achieve their goals.

Compliance

Authorised and regulated by the Financial Services Authority

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Business
- Commercial mortgages
- Corporate pension
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Financial planning
- Wealth management
Tax & trust planning
- Estate planning
- Taxation planning
Long term care
- Long term care

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

Compliance

Authorised and regulated by the Financial Services Authority

Contact options

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