At Cathedral Financial Management, year on year since 1993, we have continued to achieve excellence that is well above the standard for our profession, helping our clients build wealth and financial security. Whether we are advising privately, or to businesses, you can be confident in our professionalism and care. Because life doesn't stand still, and because your circumstances mature and evolve, we like to nurture long term relationships where we can proactively manage your assets and deliver a tangible return for you.
Services
At Cathedral we have created a team of experienced and highly professional people who blend together to create a first class financial planning and wealth management firm. Each member of the team has an important role to play, whether it is providing financial advice to clients, supporting the advisers, liaising with clients, making sure that the company's finances are in a sound condition or ensuring we offer a professional and warm welcome to all who contact us.Their role is to provide quality advice to our clients.
A good financial plan will enable you to work out what is most important to you in life, and will increase your chances of realising your objectives. Ensuring transparency at all times, our financial planners will provide you with independent, fee-based, strategic financial planning advice. This service has particular appeal to clients undergoing significant changes in their lives, for example retirement, the receipt of an inheritance, or setting up or selling a business.By developing and acting on a comprehensive financial plan, reviewed annually and based on your objectives and agreed assumptions, we can significantly increase the probability of you achieving your goals.
We aim to develop an investment strategy to enable you to meet your financial planning objectives. Once the strategy has been agreed and implemented, we will have regular meetings with you to ensure that the portfolio is performing as expected and to make any necessary adjustments to reflect changes in your circumstances or in market conditions.
Pensions and retirement planning increasingly feature in the media, as governments and individuals struggle to bridge the gap between expectations of a comfortable retirement and the cost of providing it. With people living longer, the cost of funding a decent pension increases as each year goes by.
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