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.
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About us
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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.
What is financial planning
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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. We adjust your plan as your goals and situation changes and our independence ensures we always have your best interests in mind.
Protection
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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
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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.
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