Business Details
40 Years
experience
Your Trusted Financial Partner in Barnet
Established in 1986, Cedar House Financial Services has over 30 years of experience in delivering tailored financial solutions for individuals and businesses. Our client-first philosophy ensures that every recommendation is designed to meet specific financial goals, whether preserving wealth, planning for retirement, or managing corporate benefits. As Chartered and Independent Financial Planners, we combine specialist knowledge with cutting-edge technology to provide efficient, cost-effective advice.Our team prioritises long-term client relationships, focusing on transparency, ethical practices, and regular reviews to adapt to evolving needs. Based in Barnet, London, we are authorised and regulated by the Financial Conduct Authority, ensuring compliance with the highest industry standards.
Services
Retirement Planning
Wealth Management
Employee Benefits
Protection
Auto Enrolment
Mortgages
Details
- Year established: 1986
Highlights and features
- We have over 30 years of experience in personal and business financial planning.
- Our client-first philosophy ensures tailored financial solutions.
- Chartered and Independent Financial Planners with industry-recognised expertise.
- Efficient, cost-effective corporate services for businesses of all sizes.
- Friendly, approachable team committed to long-term client relationships.
Associations and certifications
- Financial Conduct Authority
Services
Retirement Planning
Our retirement planning service helps clients determine their aspirations and implement tailored strategies. We review progress regularly, using advanced technology and decades of experience to adapt plans to evolving needs. Whether you are nearing retirement or starting early, we provide guidance on pension options, tax advantages, and income phasing to ensure financial security.
Wealth Management
We create customised investment strategies to preserve or grow wealth, considering your risk appetite and financial goals. Our Chartered Financial Planners analyse market research and utilise platform technology to construct portfolios. We offer discretionary management and regular reviews, ensuring your investments align with your expectations for growth or tax-efficient income.
Employee Benefits
We help employers design benefits packages that enhance staff welfare and retention, including pensions, life insurance, and private medical cover. Our expertise in Auto Enrolment ensures compliance with UK regulations while optimising cost efficiency. We demonstrate how benefits reduce absenteeism and improve workplace loyalty through tailored solutions for businesses of all sizes.
Protection
Our protection services cover life assurance, income protection, critical illness cover, and long-term care insurance. We advise on policies to safeguard against financial risks from accidents, illness, or unexpected events. We highlight policy variations and exclusions to ensure comprehensive coverage, providing peace of mind for you and your family.
Auto Enrolment
We specialise in helping UK employers comply with Auto Enrolment regulations, offering cost-effective pension solutions. Our services include staging date compliance, pension scheme selection, and ongoing administration support. We assist small to medium businesses in meeting legal obligations while minimising financial burdens through efficient technology-driven processes.
People
Dean Gerschlowitz
Head of Employee Benefits
Dean Gerschlowitz leads our employee benefits team with over 20 years of expertise in workplace pensions and compliance. He specialises in Auto Enrolment solutions, helping businesses navigate complex regulations efficiently.
Questions
What services does Cedar House Financial Services offer?
We offer retirement planning, wealth management, employee benefits, protection policies, Auto Enrolment compliance, and mortgage advice.
Are you regulated by any financial authority?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA).
How are your financial planning fees structured?
Mortgage advice fees are typically 0.5% of the loan amount, while investment and pension services charge a 1% fee.
Do you provide corporate financial solutions?
Yes, we offer employee benefits, Auto Enrolment compliance, and corporate protection tailored to business needs.
Can you help with retirement income planning?
We review pension options, tax advantages, and income phasing strategies to optimise your retirement finances.
What areas do you serve?
We operate across the UK, with offices based in Barnet, London.
