CFM News 2007
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.
