Cathedral Independent Financial Planning Ltd
We help our clients achieve their goals, providing security for them and their families. Cathedral ..... assuring your tomorrow
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Savings for children
School fees planning
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Last authorised 1st June 2020
Meet our advisers
Lorna Caldecott DipFA
Independent Financial Planner / Director
Qualifications & Accreditations
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
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)
Thank you Cathedral for increasing my retirement pension by over 10%! Contacting you was the best thing I ever did. (March 2012)
Thanks for sorting everything for me. I will definitely recommend you to my friends. (November 2011)
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.
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.
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
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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Face to face