Financial Index › IFA Index › Cathedral Financial Planning (Uk) Ltd
Cathedral Financial Planning (Uk) Ltd
IFA Financial Advisers · Ilkley, Leeds · Est. 2014
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Company Registration Details
| Registered company name | Cathedral Financial Planning (Uk) Ltd |
| Companies House number | 08993764 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 54 Long Meadows, LS29 7RY |
| City / Region | Ilkley, Leeds |
| Date incorporated | 2014 |
| Years trading | 12 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Cathedral Financial Planning (Uk) Ltd
Founded in 2014, Cathedral Financial Planning (Uk) Ltd has been active for 12 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 29 of them in Leeds.
Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.
What IFA Financial Advisers Do
Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.
Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.
How to Choose the Right IFA Financial Adviser
Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Ask what the ongoing service actually includes; an annual charge should map to a defined annual review.
A clear fee schedule before engagement is a regulatory requirement, not a favour.
Frequently Asked Questions
Other IFA Financial Advisers in Ilkley
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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Cathedral Financial Planning (Uk) Ltd or any listed firm. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.