CFM News 2005
15th November 2005
Three of our financial advisers have qualified for the new Chartered title of "Chartered Financial Planner". Tim Ames, Neil Gore and Keith Owen 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 No 1 Cathedral Court in Southernhay East. 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.
