Cedar House Financial Services Limited.

Independent Financial Adviser Cedar House, 179-181 Bramley Road, Oakwood, LONDON, N14 4XA

First meeting at adviser's own cost

Response rating

7.0 /10

9th December 2019

Our goal is to provide clear, effective, ongoing bespoke strategies for protecting, preserving and growing our client's wealth and wellbeing.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Buying overseas
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Corporate pension
- Employee benefits
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
Long Term Care
- Long term care

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Meet our advisers

Elias Elia Dip PFS

IFA

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Richard Kafton BSc (Econ) Hons, CFPCM

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

CFP - Certified Financial Planner Licence (IFP)

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

Chartered Financial Planner (CII)

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.

Accreditations

What our clients say

Appointing Cedar House as our new advisers has resulted in a radical improvement in how we deliver our corporate benefits to our staff. Cedar House's professionalism, high level of service and engagement has given me a new level of confidence that all our benefits are being well taken care of.

Graham Brown, Director, Zeta Compliance plc, Bicester, Oxon

Our relationship with Richard Kafton and Cedar House has lasted many years, through the good times and the more difficult. This relationship has now expanded to the next generation with a number of my children now using Cedar House for their own needs as their families have grown. We wouldn't hesitate to recommend Richard and Cedar House as we really appreciate the personalised service and support we have received.

Dr Eleanor Clare Lipman, Hendon

Where to find us

Cedar House, 179-181 Bramley Road, Oakwood, LONDON, N14 4XA

Make an enquiry

About us

With more than 30 years experience of helping clients to plan and achieve their personal and business financial goals, we understand the importance of treating every one of our clients as an individual.

Our services

Our business philosophy places our clients at the centre of everything we do. We realise that our success depends entirely on having satisfied our clients. In other words, without you, we have no business so we recognise the importance of putting your long term interests ahead of short term ones.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Buying overseas
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Corporate pension
- Employee benefits
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
Long Term Care
- Long term care

Advice methods

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£125,000

Website

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Contact options

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