Cathedral Financial Consultants Limited, advising clients since 2003.
Plan and invest for a better future with the help of our expert financial advice service
Take control of your money and your future, today.
Your Money,
Your Future,
Your Personal Plan.
Take control of your money and your future, today.
Who we are
Cathedral Financial Consultants are your trusted partners in achieving your financial goals. With a deep understanding of the ever-evolving financial landscape, our team of expert advisors are committed to your success.
Our ethos revolves around personalised guidance, where we take the time to understand your unique financial aspirations. Backed by a wealth of experience and industry insights, we offer tailored solutions that encompass retirement planning, investment strategies, risk management, and more.
Our mission is to empower you with the knowledge and strategies needed to secure a stable financial future.
Who We Are
Cathedral Financial Consultants are your trusted partners in achieving your financial goals. With a deep understanding of the ever-evolving financial landscape, our team of expert advisors are committed to your success.
Our ethos revolves around personalised guidance, where we take the time to understand your unique financial aspirations. Backed by a wealth of experience and industry insights, we offer tailored solutions that encompass retirement planning, investment strategies, risk management, and more.
Our mission is to empower you with the knowledge and strategies needed to secure a stable financial future.
What We Do
Here at Cathedral, we understand that navigating the complex landscape of finance can be overwhelming. That’s why our dedicated team of experienced financial advisors are here to guide you every step of the way.
With a deep commitment to personalised solutions, we offer a range of services, from retirement planning and investment strategies to risk management and wealth generation and preservation. Our mission is to empower you to make informed decisions, achieve your financial goals, and secure a prosperous future. Join us on this journey towards financial success and peace of mind.
What We Do
Here at Cathedral, we understand that navigating the complex landscape of finance can be overwhelming. That’s why our dedicated team of experienced financial advisors are here to guide you every step of the way.
With a deep commitment to personalised solutions, we offer a range of services, from retirement planning and investment strategies to risk management and wealth generation and preservation. Our mission is to empower you to make informed decisions, achieve your financial goals, and secure a prosperous future. Join us on this journey towards financial success and peace of mind.
Our Clients
Our client base covers a wide variety of individuals and entities with a myriad of different backgrounds and needs.
Some are individuals starting off in their first job, while others may be changing employment, about to retire or already enjoying retirement. Certain clients just have themselves to care for, but many are looking for advice that incorporate the needs of their family and dependents.
Our business clients include self employed individuals, partnerships, Limited Companies, PLCs and Charities. Employee numbers range from one to several hundred and all sectors are covered.
Why clients contact us:
- Changing Job
- Tracking Down Previous Pensions
- Start Funding for Retirement
- AVCs
- Retiring
- Review Existing Plan
- Retirement Options
- Leaving Service Options
- Critical Illness Cover
- Mortgage Protection
- Family Protection
- Inheritance Planning
- Reducing Tax
- Income Protection
- Income Continuation
- Death in Service
- Group Pensions
- PRSAs
- Autoenrollment
- Redundancy
- Education Fund
- Funeral Cover
Our Clients
Our client base covers a wide variety of individuals and entities with a myriad of different backgrounds and needs.
Some are individuals starting off in their first job, while others may be changing employment, about to retire or already enjoying retirement. Certain clients just have themselves to care for, but many are looking for advice that incorporate the needs of their family and dependents.
Our business clients include self employed individuals, partnerships, Limited Companies, PLCs and Charities. Employee numbers range from one to several hundred and all sectors are covered.
Why clients contact us:
Changing Job
Tracking Down Previous Pensions
Start Funding for Retirement
AVCs
Retiring
Review Existing Plan
Retirement Options
Leaving Service Options
Critical Illness Cover
Mortgage Protection
Family Protection
Inheritance Planning
Reducing Tax
Income Protection
Income Continuation
Death in Service
Group Pensions
PRSAs
Autoenrollment
Redundancy
Our Services
Financial Planning
Whatever your goal, take control. Cathedral can help you secure the financial future you desire.
Whether it's saving for a mortgage, protection against the unknown, or investing in your future, our team of advisors are here to help.
Life, Critical Illness & Income Protection
Life insurance pays out on the policyholder’s death.
Critical illness cover & Income protection offers financial protection in the event of a serious illness or injury.
Pension Planning
Take control of your pension and ensure you're on track to achieving your retirement goals.
At Cathedral, our experienced team advisors will review the market to find the best pension plans for you.
Employer & Employee Benefits
Protection for business owners and key personnel, in the event of death, serious illness.
Retirement plans, death in service & income protection for employees.
Savings & Investments
Whether it's saving for a first home, second home, education or investing for your future, Cathedral are here to help advise on risk management, funds that meet your needs and investment strategies.
Inheritance Planning
Whether you're receiving an estate or leaving one, there's tax considerations to take into account.
At Cathedral, we advise on estate planning to ensure no ambiguity and best methods for either scenario.
Frequently Asked Questions
We’ve put together the following simple answers to questions frequently thought, but rarely asked, about professional financial advice.
Do I need a financial advisor?
If you’re facing a big decision on which a lot of money depends, advice can be invaluable.
Things like setting up a pension, buying a home or planning for retirement may be rare or even one-off events, so you will probably have very little experience on which to base these crucial choices.
And though you may seek guidance from friends and family, or online, neither of those can give you as much confidence as unbiased advice from an experienced professional.
How can a financial advisor help me?
A financial adviser will do much more than simply tell you where to put your money.
The whole point of advice is to make your money work for you and help you achieve your goals in life.
So a good adviser will look at your circumstances as a whole, from your current situation to your medium and long-term future, to help you decide upon the best action to take.
For example, if you want advice on how to access your pension, your adviser will first take time to discuss your plans for retirement, and so assess your changing income needs over time. Only then will they start to recommend strategies and products.
Last but not least, an independent or whole-of-market financial adviser can find the most suitable products for you from all that are available.
They will also ensure that the chosen product is the best possible fit for your particular circumstances.
Can I afford a financial advisor?
Cathedral Financial firmly believe that financial planning is everyone.
Our aim is to ensure that our knowledge is within reach and our charges remain open and comprehensible for every client we serve.
We maintain complete transparency about our remuneration structure, guiding each phase of the process steadily.
Our initial interaction with every client is a cost-free discussion, enabling us to evaluate the scope of our assistance and provide a comprehensive overview of potential expenses and fees related to our services.
When should I contact a financial advisor?
There are many occasions in life where advice can make a big difference – some more obvious than others.
Most people who contact an adviser do so when facing one or more of these decisions.
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- Starting a pension
- Saving for / buying a home
- Investing
- Marriage / starting a family
- Making a significant career change
- Starting or running a business
- Planning ahead for retirement
- Taking an income in retirement
- Planning life after retirement
Other reasons for seeking financial advice may include moving abroad, getting divorced, arranging for yourself or a relative to go into long-term care, or any situation in which you may need to take out a financial product, such as a mortgage, insurance, or a pension arrangement.
What qualifications do financial advisor have?
In Ireland, financial advisors are subject to effective regulation, providing assurance that the expertise you receive is dependable. When choosing your financial service providers, it's important to consider different levels of financial qualification.
The baseline requirement for an in-person financial advisor is the Qualified Financial Advisor (QFA) qualification. Additionally, financial advisors might have pursued additional training, like the Specialist Investment Advisor (SIA) qualification or the Certified Financial Planner (CFP) qualification.
Adherence to standards set by The Central Bank mandates that all financial advisors continually engage in professional development. This practice guarantees the relevance of their advice and the currency of their knowledge.
Services
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