Cathedral Financial Management Ltd Information

Cathedral Financial Management is a privately owned, Chartered Independent Financial Advisers firm, established 25 years ago and located in Exeter and Plymouth. We are proud to have been shortlisted for Citywire’s New Model Adviser of the Year, South West Region, for 9 consecutive years and recognised as a top 100 firm by New Model Adviser in 2017 and 2016. We have 7 advisers, 5 of which are Chartered or Chartered Fellow who provide holistic financial planning, cashflow modelling and investment management. Assisting our advisers is a 13 strong Client Liaison team, an internal accounts team and a highly qualified Investment Committee who run our investment portfolios on a discretionary basis. We continue to grow through innovation, reputation and acquisition. This growth has necessitated our recent move to new larger, modern premises at Exeter Science Park.