Cathedral Independent Financial Planning Ltd

Independent Financial Adviser  Hill View, Hailey, Oxfordshire, OX29 9US
First meeting at adviser's own cost
We help our clients achieve their goals, providing security for them and their families. Cathedral ..... assuring your tomorrow
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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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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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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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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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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Corporate pension
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Employee benefits
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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
Response rating
9.1/10
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FCA authorised
Last authorised 28th September 2020
Meet our advisers
Lorna Caldecott DipFA
Independent Financial Planner / Director

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

Accreditations
Certified Financial Planner
What our clients say
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
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
Thanks for sorting everything for me. I will definitely recommend you to my friends. (November 2011)
Mr Hirst, Pinner
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
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.

Where to find us
Head office address: Hill View, Poffley End, Hailey, Oxfordshire, Witney, OX29 9US
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.1/10
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FCA authorised
Last authorised 28th September 2020

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