Cathedral Independent Financial Planning Ltd

Independent Financial Adviser  11 Lyncroft Avenue, Pinner, Middlesex, HA5 1JU
First meeting at adviser's own cost
An experienced team with a reputation for providing helpful and straightforward financial advice - contact us today!
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Buy my next home
check
Equity release
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Small business
check
Estate planning
check
Stockbroking services
check
Long term care
Response rating
10/10
check
FCA authorised
Last authorised 16th November 2020
Meet our advisers
Tom Stevenson
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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.

This exam accesses understanding of the financial services industry including regulation and legislation.

Norman Stevenson FPFS
Chartered Financial Planner / Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

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.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed specialist supervisory knowledge and skills in the regulatory environment.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Accreditations
Chartered Financial Planner Later Life Accredited Adviser
What our clients say
Norman Stevenson has been our financial adviser since 1993. He is reliable, helpful, has always given us good advice, and has a pleasant friendly manner. We trust him implicitly to deal with and advise us on our finances, and can recommend him without reservation.
Mr Newman, Harrow
Thank you Tom for your first class advice!
Mrs D, Ruislip
Thank you Norman for the time you have taken to set up my financial plan. You have been very professional and I have no hesitation in recommending you!
Mrs Reva, Middlesex
Thank you Cathedral for increasing my retirement pension by over 10%! Contacting you was the best thing I ever did.
Mr Lyon, Princes Risborough
Thanks Tom for your advice and explaining everything so clearly. I will definitely recommend you to my friends.
Mr Barrat, Ruislip
About us

From Cathedral you will get independent financial planning advice from an experienced team. We provide an ongoing service if you want it, for those clients looking for a long-term relationship with their advisers.

Local Director and Chartered Financial Planner Norman Stevenson has been providing advice to clients for over 28 years.

Local Adviser Tom Stevenson has worked in financial services for over 10 years.

Most clients come to us by personal recommendation. Why not contact us today for a free initial discussion?

Cathedral ... assuring your tomorrow.

Our services

~ We believe financial advice is about people rather than figures.

~ 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.

~ We enjoy working with our clients to achieve the results they want.

Where to find us
Head office address: 11 Lyncroft Avenue, Pinner, Middlesex, HA5 1JU
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
10/10
check
FCA authorised
Last authorised 16th November 2020

Similar advisers near you

Independent Financial Adviser 0 mi
Wealth Creation | Wealth Management | Family Protection | Financial Planning
 
Independent Financial Adviser 0.35 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 0.53 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
 
Independent Financial Adviser 1.08 mi
We help clients make smart decisions about their money helping you become organised, in control & confident for the future. Veronica is an accredited SOLLA member and Chartered Financial Planner.