Business Details
26 Years
experience
Independent Financial Advice Bedfordshire
Established in 2000 by three directors with prior experience at a leading financial institution, we have built a reputation for delivering tailored financial advice to individuals and businesses. Our independence from product providers allows us to offer unbiased solutions across the entire market, ensuring our clients receive recommendations aligned with their unique goals. With offices in Cranfield, Witney, and Pinner, our team of fully qualified advisers specialises in investments, pensions, insurance, and estate planning, adapting strategies as clients' lives evolve.Our commitment to excellence is underscored by FCA regulation and carbon-neutral operations since 2019. We prioritise long-term relationships, evidenced by steady growth driven by client referrals, and provide a free initial 30-minute consultation to explore how we can help secure financial futures.
Services
Financial planning
Mortgage advice
Retirement planning
Investment management
Estate planning
Protection insurance
Small business support
Inheritance tax mitigation
Details
- Year established: 2000
Highlights and features
- We are FCA-authorised and regulated for compliance and client protection.
- Our independence ensures unbiased advice from the entire market.
- 24 years of experience since founding in 2000 by industry veterans.
- Carbon-neutral operations since 2019 demonstrate environmental commitment.
- Client referrals drive our growth, reflecting trust and satisfaction.
Associations and certifications
- Financial Conduct Authority
What people say
20 years of service
Fantastic communication
Increased pension by 10%
Peace of mind
Excellent service
Services
Financial planning
We create comprehensive financial plans tailored to individual goals, covering investments, pensions, and risk management. Our approach ensures adaptability to life changes while maintaining focus on long-term objectives. Clients benefit from our market expertise and independent product selection.
Mortgage advice
Our specialists help clients navigate mortgage options for purchases, remortgaging, or investment properties. We offer guidance on first-time buyer schemes, commercial mortgages, and adverse credit scenarios, ensuring solutions match financial circumstances and future plans.
Retirement planning
We optimise retirement income through pension strategies, ISAs, and tax-efficient savings. Our advice considers state pension integration, early retirement options, and healthcare cost planning to ensure financial security during retirement years.
Estate planning
Our experts help preserve wealth for beneficiaries through wills, tax mitigation, and trust structures. We ensure clear succession plans while addressing long-term care needs and intergenerational wealth transfer challenges.
Protection insurance
We design protection plans covering life assurance, critical illness, and income protection. These policies safeguard families against financial hardship from unexpected events, with flexible options adapting to changing personal circumstances.
Questions
What areas do you cover?
We operate across Bedfordshire, North London, and Oxfordshire, with offices in Cranfield, Witney, and Pinner.
Are you regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA No. 231910).
Do you offer free consultations?
Yes, we provide a free 30-minute initial consultation either in person or via telephone.
What services do you provide?
We specialise in financial planning, mortgages, retirement advice, investments, estate planning, protection insurance, and small business support.
How are you compensated?
We disclose all fees upfront, with no hidden charges. Compensation details are provided during your initial consultation.
Reviews (5)
Bauwowwow
Nov 18, 2021
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Alex and the team at Cathedral were incredibly helpful with arranging my re-mortgage and have also helped previously in arranging mortgages for our current and previous homes. They take the time to run through the best options with you, but also make the effort to ensure that any third-party solicitors working on your finances are kept in-check, updated and on-track. If (like me) finances and mortgages make your head spin, the team at Cathedral are genuinely a great business to get advice and help from; so would wholeheartedly recommend!
Paul & Amy
Paul & Amy
Sarah Clarkson
Oct 12, 2021
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We used Cathedral Independent Financial Advisors to help with a couple of mortgages. One transaction in particular was not straightforward but Alex and the team were very helpful and proactive. They maintained their happy and professional disposition even though I am sure it must have felt like it was dragging on forever. We would definitely recommend them
Michelle Airey
Oct 12, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Alex and the team were fantastic in sorting us out a great new mortgage deal and insurance. Could not prise them any higher.
Alex and the team were fantastic in sorting us out a great new mortgage deal and insurance. Could not prise them any higher.
Charlie Jessop
Sep 21, 2021
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This is the 2nd time I've used Alex and once again he provided outstanding service, making the whole mortgage process straightforward. Would highly recommend!
Brian Crutchley
Sep 14, 2021
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I had used Cathedral Financial to previously help to find a great product when I needed to re-mortgage. So it made sense to use them again when the fixed rate came to an end. I specified what I wanted to achieve and their adviser (Alex) found the best product to suit my financial needs. There was some form filling to do, but once done, the process was very easy.
