Our Financial Planners

Timothy Ames BA (Hons) FPFS CFP
Director / Chartered Financial Planner

Tim joined Cathedral in 1993 while reading Financial Services at Bristol Business School. Well versed in all aspects of financial planning, Tim specialises in discretionary portfolio management for private clients and trustees. Tim has been a retirement planning specialist since 1997. Tim is an Associate of the Institute of Financial Planning, a Fellow of the Personal Finance Society, a Certified Financial Planner and a Chartered Financial Planner. Tim was the regional branch chairman of the Institute of Financial Planning between January 2008 and December 2010.

Emma Ames Dip PFS AIFP
Director

Emma has over 25 years experience within the financial services profession. Emma specialises in assisting clients with Long Term Care, Inheritance Tax Planning and Trustee Investments. She holds the Personal Finance Society Diploma and is an Associate of the Institute of Financial Planning. Emma works closely with many solicitors throughout the South West, assisting their clients with their financial planning needs.

Neil Gore BA (Hons) FPFS
Chartered Financial Planner

Neil joined Cathedral in 2001 after graduating from Bournemouth University, having previously spent a year with us as a placement student while reading Financial Services. A pension transfer/retirement options specialist, Neil is also qualified to an advanced level in investment management and is available to advise private clients and trustees who require portfolio investment management. Neil was one of the youngest Financial Planners to become Chartered in 2005; he is also a Fellow of the Personal Finance Society.

Keith Owen ACII FPFS
Chartered Financial Planner

Keith joined Cathedral in 2004, bringing experience in a wide range of areas, including investment for private clients, retirement planning and inheritance tax planning. Keith is a Fellow of the Personal Finance Society, a Chartered Financial Planner and an Associate of the Chartered Insurance Institute. He has a particular affinity with retired clients which has developed during his 40 plus years in the profession.

Martin Lingeman Cert PFS
Independent Financial Adviser

Martin joined Cathedral in March 2007 after more than 13 years' experience as an Independent Financial Adviser, mostly dealing with serving and retired members of the armed forces. His particular interest is in providing advice to private clients. He is based at the Sidmouth office from where he provides an ongoing service to both new and existing clients. Martin is a Member of the Personal Finance Society.

Harry Bailey Dip PFS
Independent Financial Adviser

Harry has worked in financial services for over 25 years and joined Cathedral in 1998. Harry works closely with accountants and solicitors locally in advising their corporate and trustee clients on an holistic basis. In addition Harry is also a member of the Cathedral Financial Management Ltd Investment Committee which determines the wider investment strategy for Cathedral clients. Harry is a member of the Personal Finance Society

Finlay Morley
Mortgage Adviser

Finlay joined Cathedral in 2000 as head of our Mortgage desk. Finlay holds the Financial Planning Certificate, the CEMAQ (Mortgage Qualification) and the Chartered Insurance Institute's qualification in Equity Release Advice.