The bottom line –
a refreshing change
a refreshing change
News
21st April 2008
Matthew Clark has joined Cathedral this week as a Chartered Financial Planner to expand our team of advisers. In addition to being a Fellow of the Personal Finance Society, which represents the highest qualification in his profession, Matthew is also qualified as a Trusts and Estates Practitioner, and holds advanced investment management qualifications. Matthew, who is a keen advocate of professional financial planning, says: “I am delighted to join Cathedral Financial Management and look forward to developing my career with one of the West Country’s leading firms of Chartered Financial Planners.” Matthew has more than 10 years’ experience in both institutional investment management and retail financial services, including Reuters, Standard Life, and an independent wealth manager. In 2005 and 2006, Matthew won investment awards at the Money Management Financial Planner of the Year. Commenting on the appointment, Tim said “We are very pleased to welcome Matthew to Cathedral. His investment experience and high level of technical expertise will be a valuable addition to the team.”
17th January 2008
Cathedral Financial Management has won the South West New Model Adviser of the Year for 2008. This prestigious award was collected by Tim Ames and Emma Ames at the 2008 Citywire conference, held at the Old Billingsgate in the City of London on the 17th January. Commenting on the firms success Tim said "We are really proud to have won this Award. The South West region has some of the best IFAs in the UK. The award reflects the hard work and enthusiasm that the team at Cathedral have made over the past year".
22nd June 2007
Cathedral Financial Management Ltd have become the first firm of Chartered Financial Planners in Devon. The Chartered Insurance Institute (CII) is currently awarding Chartered status to firms of Independent Financial Advisers that meet the new tough criteria. The CII is only expecting a maximum of around 60 firms across the UK to qualify by the end of 2007.
6th April 2007
Martin Lingeman has joined Cathedral Financial Management to run our Sidmouth Office. Martin was the principal of Marlin Advisory Services which was purchased by Cathedral in August 2004. Martin will be assisted by the current Sidmouth team Jonathan Davies-Shuck and paraplanner Fiona Woods.
21st January 2007
Cathedral Financial Management is nominated, for the second year running, by Citywire as South West New Model Adviser of the Year 2007.
21st April 2008
Matthew Clark has joined Cathedral this week as a Chartered Financial Planner to expand our team of advisers. In addition to being a Fellow of the Personal Finance Society, which represents the highest qualification in his profession, Matthew is also qualified as a Trusts and Estates Practitioner, and holds advanced investment management qualifications. Matthew, who is a keen advocate of professional financial planning, says: “I am delighted to join Cathedral Financial Management and look forward to developing my career with one of the West Country’s leading firms of Chartered Financial Planners.” Matthew has more than 10 years’ experience in both institutional investment management and retail financial services, including Reuters, Standard Life, and an independent wealth manager. In 2005 and 2006, Matthew won investment awards at the Money Management Financial Planner of the Year. Commenting on the appointment, Tim said “We are very pleased to welcome Matthew to Cathedral. His investment experience and high level of technical expertise will be a valuable addition to the team.”
17th January 2008
Cathedral Financial Management has won the South West New Model Adviser of the Year for 2008. This prestigious award was collected by Tim Ames and Emma Ames at the 2008 Citywire conference, held at the Old Billingsgate in the City of London on the 17th January. Commenting on the firms success Tim said "We are really proud to have won this Award. The South West region has some of the best IFAs in the UK. The award reflects the hard work and enthusiasm that the team at Cathedral have made over the past year".
22nd June 2007
Cathedral Financial Management Ltd have become the first firm of Chartered Financial Planners in Devon. The Chartered Insurance Institute (CII) is currently awarding Chartered status to firms of Independent Financial Advisers that meet the new tough criteria. The CII is only expecting a maximum of around 60 firms across the UK to qualify by the end of 2007.
6th April 2007
Martin Lingeman has joined Cathedral Financial Management to run our Sidmouth Office. Martin was the principal of Marlin Advisory Services which was purchased by Cathedral in August 2004. Martin will be assisted by the current Sidmouth team Jonathan Davies-Shuck and paraplanner Fiona Woods.
21st January 2007
Cathedral Financial Management is nominated, for the second year running, by Citywire as South West New Model Adviser of the Year 2007.
25th August 2006
Fiona Moyes has completed the five papers of the new Certificate in Financial Planning. Commenting on Fiona’s success Emma Ames said “We are very proud that our Senior Administrators continue to develop their professional qualifications. Fiona has demonstrated considerable commitment in achieving this new qualification so quickly since it was launched.”
1st June 2006
Not being content with Chartered status Tim Ames has gone one step further and obtained his Fellowship of the Personal Finance Society – the highest financial planning qualification in the UK. Tim joins Derek Parry at the Sidmouth office who also holds this prestigious qualification.
26th March 2006
Cathedral Financial Management is featured in Citywire’s New Model Adviser magazine as one of the best qualified firms in the UK.
20th January 2006
Cathedral Financial Management has been nominated by Citywire as South West New Model Adviser of the Year 2006.
15th November 2005
Three of our financial advisers have qualified for the new Chartered title of “Chartered Financial Planner”. Tim Ames and Keith Owen at the Exeter office, and Derek Parry at the Sidmouth office are very proud to have attained this new professional qualification.
21st September 2005
After five years at Balliol House, we are moving our Head Office to newly refurbished offices at Southernhay Court in Southernhay Gardens. The new offices have larger client meeting rooms and being based on the ground floor have better wheelchair access.
1st September 2005
Cathedral Financial Management has acquired the client bank of Derek Parry Ltd of Sidmouth. Derek and his long standing team will continue to offer a comprehensive financial planning service from the Fortfield Chambers office that he has traded from for the past 32 years.
Fiona Moyes has completed the five papers of the new Certificate in Financial Planning. Commenting on Fiona’s success Emma Ames said “We are very proud that our Senior Administrators continue to develop their professional qualifications. Fiona has demonstrated considerable commitment in achieving this new qualification so quickly since it was launched.”
1st June 2006
Not being content with Chartered status Tim Ames has gone one step further and obtained his Fellowship of the Personal Finance Society – the highest financial planning qualification in the UK. Tim joins Derek Parry at the Sidmouth office who also holds this prestigious qualification.
26th March 2006
Cathedral Financial Management is featured in Citywire’s New Model Adviser magazine as one of the best qualified firms in the UK.
20th January 2006
Cathedral Financial Management has been nominated by Citywire as South West New Model Adviser of the Year 2006.
15th November 2005
Three of our financial advisers have qualified for the new Chartered title of “Chartered Financial Planner”. Tim Ames and Keith Owen at the Exeter office, and Derek Parry at the Sidmouth office are very proud to have attained this new professional qualification.
21st September 2005
After five years at Balliol House, we are moving our Head Office to newly refurbished offices at Southernhay Court in Southernhay Gardens. The new offices have larger client meeting rooms and being based on the ground floor have better wheelchair access.
1st September 2005
Cathedral Financial Management has acquired the client bank of Derek Parry Ltd of Sidmouth. Derek and his long standing team will continue to offer a comprehensive financial planning service from the Fortfield Chambers office that he has traded from for the past 32 years.