At Cathedral Financial Management, year on year since 1993, we have continued to achieve excellence that is well above the standard for our profession, 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*.

County-wide and further afield

We operate from three offices in Devon - Exeter, Sidmouth and Plymouth *. This does not restrict us just to the south west, however, and indeed we successfully look after the affairs of clients spread across the UK. With the assistance of modern technology, distance need not be a barrier to a fruitful partnership.

An enviable heritage of offering quality services

Privately owned and independently run, we provide highly qualified and unbiased financial advice.

We also recognise that to maintain and grow your trust, you must feel secure in both the breadth and depth 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 investment portfolio management (both advisory and discretionary)


• pensions consultancy and administration


• corporate business planning


• specialist support services for solicitors and accountants