About Cathedral Financial Services LLP
From our offices at 96 Cardiff Road, Llandaff, Cardiff, Cathedral Financial Services LLP offer personal and professional financial services to clients in Cardiff and the wider South West and the surrounding areas. We are happy to review and advise in a variety of areas, including protection, savings, investments, pensions and mortgages together with the more complex areas of Inheritance Tax planning.
Our lead advisor, Richard Holland has a wealth of experience including managing a financial services arm of a leading South Wales Chartered Accountancy firm for 18 years. Consulatant Anthony Dowrick has over 20 years experience within the commercial lending and personal mortgage market in leading UK banks and organisations.
Make the most of our expertise when you enquire about our financial services.
Planning Your Retirement
Retirement planning is our speciality and we provide all kinds of pension advice for clients accumulating funds in both personal and occupational pension schemes. As you approach retirement, this advice is critical to ensure you make informed decisions, so don’t delay getting in touch with our expert financial advisors.
Our retirement audit will focus on income requirements and ensure state pension, occupational and personal schemes are fully assessed.
Financial Advice
Our advisors are used to working closely with other professionals, including solicitors, accountants, and stockbrokers. In addition to our combined knowledge, this means we’re able to provide a range of advice on different financial advice, including tax planning, mortgage planning, IHT mitigation, and portfolio review and construction. Our experts help you to utilise cost-effective measures to manage financial risk.
Our Rates
There is a full choice of fixed fees, hourly charge rates, or product charges for our financial services. Costs are agreed in advance and initial exploratory meetings are always at our expense. We also recommend that you arrange annual reviews with us, to ensure your fiscal security in the long run.