We offer the advice and management required to enable you to plan effectively for your financial future and that of your family and employees. Our advice enables you to reach your goals, such as buying a dream home or maximising retirement income, whilst effectively planning for risks and outside influences such as illness, accident or loss of employment.
Our fully qualified advisers offer professional and impartial advice, providing solutions to suit your individual needs and adapting as your life changes. In depth, up-to-date market knowledge ensures the advice you receive best meets your needs.
Our fully qualified advisers offer professional and impartial advice, providing solutions to suit your individual needs and adapting as your life changes. In depth, up-to-date market knowledge ensures the advice you receive best meets your needs.
Services
Cathedral was formed in 2000 by three directors who had previously worked together at a blue chip financial institution. Cathedral was set up with the prime objective of providing quality financial advice to individuals and companies over the longer term. Over the years our client numbers have grown successfully, largely due to personal recommendations.
Assisting clients in planning for their future requires us to consider all aspects of financial wellbeing. We ask questions and assess your goals and aspirations along with your current financial situation allowing us to plan for your future. We advise you how to achieve your financial goals and ensure you understand products and recommendations.
Planning for the risks of illness, job loss or death and the effects these things could have on your family will probably be an important part of your financial planning. Taking the time to assess how much you would need to provide your family with an income in the future is one of the most sensible steps you could take.
Life assurance pays out a lump sum or a series of payments to your dependents in the event of your death. You will pay a monthly premium or an annual sum to the life assurance company for either term assurance or the whole of life assurance. Life assurance can be combined with other forms of insurance such as critical illness insurance so that you receive a lump sum if diagnosed with a specified critical illness or upon death.
Critical illness insurance provides cover for an individual if diagnosed with one of a number of illnesses specified. In the event of a diagnoses during the term of the policy, a lump sum will be paid. It is important to understand which illnesses are covered by the policies you are considering. Critical illness insurance is offered by a number of providers and can be purchased combined with a life assurance policy.
Reviews (9)
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
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
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
We would definitely recommend them
Michelle Airey
Oct 12, 2021
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Charlie Jessop
Sep 21, 2021
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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.
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.
Alex Hall
Aug 14, 2021
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Rebecca Lewis
Jul 26, 2021
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I have used the services of this company for some years. Initially for financial advice with Mark who is very knowledgeable and down to earth. I have found him to be invaluable with advice and investments. Lately I have used the services of Alex who arranged a mortgage for me. He was efficient friendly and knowledgeable and was a pleasure to work with. He helped me choose a mortgage that suited me and I would not hesitate to use their services again.
Matt Tizzard
Jul 13, 2021
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Positive: Professionalism, Quality, Responsiveness
I was looking to use a mortgage broker and Alex Eddy was recommended to me. I found him professional, honest and happy to help me over and above his duties as a mortgage advisor. As someone a little unsure of the process of buying a house I couldn't have been happier with the service from Alex and Cathedral.
I was looking to use a mortgage broker and Alex Eddy was recommended to me. I found him professional, honest and happy to help me over and above his duties as a mortgage advisor. As someone a little unsure of the process of buying a house I couldn't have been happier with the service from Alex and Cathedral.
Maria Scekaturova
Jul 07, 2021
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Would highly recommend this Company. It's a real pleasure to deal with people who know what they are doing and you can be confident with 100%. We dealt with Alex Eddy - amazing person, highly professional, always polite, always helpful and ALWAYS there for you when you need. Replies to all email and calls within SECONDS! :-) Can't think of anything more we could've asked for. Thank you so much again, Alex! Already recommended to my friends and will be recommending in the future. Won't never choose any other Company if we have to go through another mortgage arrangement again :-)
