band of experts –
your long-term
financial partners
Our Team
Timothy Ames BA(Hons) FPFS -
Director / Chartered Financial Planner
Tim joined Cathedral in 1993 after
graduating from Bristol Business School.
Well versed in all aspects of financial planning,
Tim specialises in advisory portfolio management
and retirement planning for private clients and
legal support services for solicitors.
Tim is an Associate of the Institute of Financial
Planning a Fellow of the Personal Finance
Society, and a Chartered Financial Planner.
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, and he will be based at the Sidmouth office to provide an
ongoing service to both new and existing clients.
Martin is a Member of the Personal Finance Society.
Neil Gore BA(Hons) APFS -
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 private
clients and trustees who require advisory portfolio management.
Neil is a Chartered Fianancial Planner and an Associate of the Personal
Finance Society.
Harry Bailey Dip PFS -
Independent Financial Adviser (Corporate)
Harry has worked in financial services for over
twenty years and joined Cathedral in 1998 to
develop our services to corporate clients in
the South West.
Having a local presence, Cathedral are well
placed to advise small to medium sized companies
on employee benefits, business protection and
staff retirement planning. Harry is a Member of
the Personal Finance Society.
Emma Ames Dip PFS AIFP -
Director
Emma has over 20 years experience within the financial services profession. Emma specialises in assisting clients with Long Term Care and Inheritance Tax Planning. She is an Associate of the Institute of Financial Planning and a Member of the Personal Finance Society. Emma works primarily with solicitors throughout the South West providing their clients with holistic financial planning advice.
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, inheritance tax planning and employee benefits for small corporate clients. A Fellow of the Personal Finance Society, a Chartered Financial Planner and an Associate of the Chartered Insurance Institute, Keith has a particular affinity with retired clients which has developed over his 40 years in the profession.
Matthew Clark BA (Hons) FPFS TEP -
Chartered Financial Planner
Matthew joined Cathedral in April 2008 after more than 10 years’ experience in both institutional investment management and retail financial services. Matthew specialises in investment management and retirement planning for private clients. In 2005 and 2006, Matthew won investment awards at the Money Management Financial Planner of the Year. Matthew is a Trusts and Estates Practitioner, Associate of the Institute of Financial Planning, a Fellow of the Personal Finance Society, and a Chartered Financial Planner.
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 Institutes qualification in Equity Release Advice.