At Cathedral we have created a team of experienced and highly professional people who blend together to create a first class financial planning and wealth management firm. Each member of the team has an important role to play, whether it is providing financial advice to clients, supporting the advisers, liaising with clients, making sure that the company's finances are in a sound condition or ensuring we offer a professional and warm welcome to all who contact us.Their role is to provide quality advice to our clients.
Services
A good financial plan will enable you to work out what is most important to you in life, and will increase your chances of realising your objectives. Ensuring transparency at all times, our financial planners will provide you with independent, fee-based, strategic financial planning advice.
This service has particular appeal to clients undergoing significant changes in their lives, for example retirement, the receipt of an inheritance, or setting up or selling a business.By developing and acting on a comprehensive financial plan, reviewed annually and based on your objectives and agreed assumptions, we can significantly increase the probability of you achieving your goals.
This service has particular appeal to clients undergoing significant changes in their lives, for example retirement, the receipt of an inheritance, or setting up or selling a business.By developing and acting on a comprehensive financial plan, reviewed annually and based on your objectives and agreed assumptions, we can significantly increase the probability of you achieving your goals.
We aim to develop an investment strategy to enable you to meet your financial planning objectives. Once the strategy has been agreed and implemented, we will have regular meetings with you to ensure that the portfolio is performing as expected and to make any necessary adjustments to reflect changes in your circumstances or in market conditions.
Pensions and retirement planning increasingly feature in the media, as governments and individuals struggle to bridge the gap between expectations of a comfortable retirement and the cost of providing it. With people living longer, the cost of funding a decent pension increases as each year goes by.
The initial amount of an estate on death that is not subject to inheritance tax (known as the 'nil rate band') has been frozen at 325,000 since 2009. As a result, an increasing number of estates are becoming liable for inheritance tax. Even though the 40% inheritance tax rate on death is lower than it once was, most people would prefer to leave their money to their children or grandchildren rather than to the Chancellor of the Exchequer.
We all hope to enjoy a long and healthy retirement, maintaining our independence. In reality this is unfortunately not always possible. Whether care is required in your own home or in a residential home, the cost of care fees can quickly erode an individual's wealth.
Whether you are planning your own care provision, acting as Attorney or assisting a family member with funding care fees, our team of advisers are here to guide you through the options available.We will consider eligibility for state benefits and entitlement to free NHS Continuing Care.
Whether you are planning your own care provision, acting as Attorney or assisting a family member with funding care fees, our team of advisers are here to guide you through the options available.We will consider eligibility for state benefits and entitlement to free NHS Continuing Care.
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