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  7. Cedar House Financial Services Limited.

Cedar House Financial Services Limited.

Independent Financial Adviser  Cedar House, LONDON, N14 4XA
First meeting at adviser's own cost
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
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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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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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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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Life insurance
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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
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Group private medical insurance
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Long term care
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Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
MR Richard Kafton BSc (Econ) Hons, CFPCM
Chartered Financial Planner

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.

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

Accreditations
Certified Financial Planner Chartered financial planner - individual adviser accreditation
MR Elias Elia Dip PFS
IFA

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

What our clients say
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
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
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.

Where to find us
Head office address: Cedar House, 179-181 Bramley Road, Oakwood, LONDON, N14 4XA
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£101,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 27th June 2022

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