Our commitment
to your future
to your future
We are justifiably proud of our state-of-the-art research resources and financial planning facilities, because only by investing heavily in the latest technology
and professional development can we be best placed to identify the course of action most suited to your
requirements at any particular time.
We also understand that the real benefits of technology are delivered via the individuals using it. We consider our people to be our strongest asset. All are committed to continuing professional development, and our financial planners are some of the most highly qualified in the South West of England.
Whilst some of our advisers specialise, all are well-versed in the broad spectrum of financial planning. Both Directors are members of the Personal Finance Society and the Institute of Financial Planning, and two of our independent financial advisers are Chartered Financial Planners.
We also understand that the real benefits of technology are delivered via the individuals using it. We consider our people to be our strongest asset. All are committed to continuing professional development, and our financial planners are some of the most highly qualified in the South West of England.
Whilst some of our advisers specialise, all are well-versed in the broad spectrum of financial planning. Both Directors are members of the Personal Finance Society and the Institute of Financial Planning, and two of our independent financial advisers are Chartered Financial Planners.
In 2006 Cathedral Financial Management
was featured in Citywire, a highly respected national financial publication, as one of the most qualified financial management firms
in the country*.
In 2006 and 2007 Cathedral Financial Management were nominated for the 'New Model Adviser of the Year' award for the South West Region.
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In 2006 and 2007 Cathedral Financial Management were nominated for the 'New Model Adviser of the Year' award for the South West Region.
More >>