Cathedral Independent Financial Planning Ltd

Independent Financial Adviser  Hill View, Oxfordshire, Witney, 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
9.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MS 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
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
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 26th July 2021

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