Welcome to Cathedral Financial Management


Where financial management is concerned - your trust is the most precious thing we earn.

At Cathedral Financial Management, year on year since 1993, we have continued to achieve excellence that is well above the standard for our industry, helping our clients build wealth and financial security. Whether we are advising privately, or to businesses, you can be confident in our professionalism and care.

Because life doesn't stand still, and because your circumstances mature and evolve, we like to nurture long term relationships where we can proactively manage your assets and deliver a tangible return for you. When you entrust us with your financial affairs you can feel safe in the knowledge that you have at your disposal an experienced team of specialists; a team that includes some of the first in the country to achieve Chartered Financial Planner status.



An enviable heritage of offering quality services.

Privately owned and independently run, we extend highly qualified and unbiased financial advice. We also recognise that to maintain and grow your trust you must feel secure in the breadth of our knowledge and advice.

Our attention to the market is constant, monitoring changes and initiatives, and keeping abreast of legal, taxation and legislative developments that can impact on financial performance.

We offer a wide range of carefully managed, tailored services including:

  • financial planning for private clients

  • bespoke advisory and discretionary investment portfolio management

  • pensions consultancy and administration

  • corporate business planning

  • specialist support services for Solicitors and Accountants