Cathedral Independent Financial Planning Ltd

Independent Financial Adviser Hill View, Poffley End, Hailey, Oxfordshire, Witney, OX29 9US
First meeting at adviser's own cost
Response rating
9.4/10
FCA verified
13th August 2018
We help our clients achieve their goals, providing security for them and their families. Cathedral ..... assuring your tomorrow
We can advise you on
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
adviser-person
Lorna Caldecott DipFA
Independent Financial Planner / Director
Accreditations
Certified Financial Planner
What our clients say
We have been working with a number of IFA’s over the years and this lead us to Cathedral Independent Financial Advisers with Lorna Caldecott and her team .She is an expert in the field and extremely efficient in delivering the required service. We recommend Lorna Caldecott to anyone that needs expert advice on any financial matter. (Jan 2017)
Director Legal & Operations, Oxfordshire business
Thanks for sorting everything for me. I will definitely recommend you to my friends. (November 2011)
Mr Hirst, Pinner
Thank you Cathedral for increasing my retirement pension by over 10%! Contacting you was the best thing I ever did. (March 2012)
Mr Lyon, Princes Risborough
My Cathedral Experience has almost all been through Lorna Whelan. She is easy to talk to, interested in ones attitudes to and worries about money matters and precise with her diagnoses and suggestions. My only complaint is that she is not in the room next door so that I can poke my head in for instant advice on-demand. I wish Cathedral Independent well. May they thrive and prosper yet continue to take care of their small accounts, too. (February 2013)
Mrs Banks, Buckinghamshire
Where to find us
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 Director and Independent Financial Planner Lorna Caldecott has been providing advice to clients for over 23 years. Most clients come to her by personal recommendation. Why not contact her today for a free initial discussion? Cathedral ... assuring your tomorrow.

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0

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