Personalised Financial Services from Expert Consultants in SWANSEA Cardiff & THE SOUTH WEST 

Planning Your Retirement 

Accumulation of assets for your retirement is important as are the multiple decumulation options now available. 

Increasing State Pension ages, inflation and cost of living rises, longevity all make the retirement process a maze of choices. With substantial experience in the structure of all types of pensions and benefits packages our approach at Cathedral is to rigorously explore the options and make your decision making informed and optimal.

Personalised Tax Advice

Working alongside Chartered Accountants and Solicitors, our consultants are able to assist you with your tax planning needs. 

It is important to consider the most appropriate planning needs of individuals and families.  Income tax relief, capital gains advice on asset disposal, optimising available tax free allowances, estimating Inheritance Tax [IHT] liabilities and advice on asset structuring to mitigate potential liabilities. 

Manage Your Mortgage

Plan your mortgage with with minimal hassle, with helpful advice and support from our financial experts.  

Property purchase is probably the single largest asset acquisiton that you will make and it is important that the lender and product are the most appropriate both at outset and renewal. Our broking team have all the tools and capability to ensure that the product and process are handled expertly.

We provide a no obligation report 

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