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, i.e cashflow planning and optimising pension and non pension assets to meet income needs. This can appear complex but we are able to simplify the process to ensure you are making informed decisions.

Retirement Planning

Personalised Tax Advice

With substantial experience in the industry working alongside Chartered Accountants, our consultants are more than happy to assist you with your tax planning needs including income tax, capital gains tax and inheritance tax.

Tax Planning

Manage Your Mortgage

Plan your mortgage with with minimal hassle, with helpful advice and support from our financial experts. Recent interest rate rises have changed the landscape for both first time buyers and existing mortgage holders needing advice when products are maturing.

Mortgages

Welcome to Cathedral Financial Services LLP

For more than 30 years, Cathedral Financial Services LLP has provided expert advice and support to clients in Cardiff and the South West. With careful attention to detail, our financial consultants specialise in retirement planning and pension advice.

Based in Cardiff and Swansea, our independent advisors offer substantial experience in personal financial planning including protection, mortgages, savings, retirement, capital investment and tax planning.

We offer hassle-free financial services with a focus on client outcomes. Trust our advisors and get a great outcome for your finances.