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Privately owned and independently run, we provide highly qualified and unbiased financial advice.

We also recognise that to maintain and grow your trust, you must feel secure in both the breadth and depth of our knowledge and advice.

Our attention to the market is constant, monitoring changes and initiatives and keeping abreast of legal, taxation and legislative developments that can impact on financial performance.

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We are a...

Privately owned and independently run, we provide highly qualified and unbiased financial advice. We also recognise that to maintain and grow your trust, you must feel secure in both the breadth and depth of our knowledge and advi...

01 / 01
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    [title] => Research & Resources
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We are justifiably proud of our state-of-the-art research resources…”

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 staff 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 have expertise in particular areas, all are well versed in the broad spectrum of financial planning. All three Directors are Chartered Financial Planners and members of both the Personal Finance Society and the Institute of Financial Planning. All of the independent financial advisers are either Chartered Financial Planners or working towards Chartered status.

In 2006 Cathedral Financial Management was featured in Citywire, a highly respected national financial public

In each year from 2006 to 2014 Cathedral Financial Management were short-listed for the ‘New Model Adviser of the Year’ award for the South West Region. In 2008 and again in 2010 we won the South West New Model Adviser of the Year award.

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Research & Resources

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 developme...

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    [title] => Consultation
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Every one of our clients is unique in their financial situation and requirements. Because we recognise this we focus on you as an individual, and we tailor our advice and services accordingly.

After a detailed analysis of your circumstances and a careful assessment of your attitude to risk, we undertake in-depth research before submitting our recommendations. This is always in the form of a clear, concise report backed up by our whole-hearted belief in plain English!

The bottom line – a refreshing change

We have not lost sight of the fact that our commitment is to your financial stability. For this reason we offer an independent, unbiased service that is designed to suit every client.

We have a prescribed fee schedule, ensuring that all clients are aware of the exact costs involved from the outset. The remuneration basis is always agreed before we commence chargeable work.

A refreshingly different approach to your requirements”

consultation
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Consultation

Every one of our clients is unique in their financial situation and requirements. Because we recognise this we focus on you as an individual, and we tailor our advice and services accordingly. After a detailed analysis of your circ...

						stdClass Object
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    [id] => 12
    [title] => History
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    [introtext] => 

CFM was established in 1993 with the first office being located in Cathedral Yard. The strong growth of the business has necessitated several moves, the last one being in August 2010 with our current head office at No 1 Cathedral Court, which is located in the heart of Exeter’s professional community and just opposite the Southgate Hotel.

In September 2005 we acquired the assets of Derek Parry Ltd and in March 2010 showed CFM expand into Plymouth city centre when DMA Financial Planning Ltd became part of the CFM Group.

The original DMA team continue to look after their clients from their offices in the Crescent. CFM are the first firm of Chartered Financial Planners in Plymouth city centre.

In July 2010 we acquired the assets of Westminster Financial Management Ltd. Westminster’s former clients are looked after by the financial planning team in the Exeter Office.

A privately owned independent company, offering unbiased and professional financial advice.”

4
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History

CFM was established in 1993 with the first office being located in Cathedral Yard. The strong growth of the business has necessitated several moves, the last one being in August 2010 with our current head office at No 1 Cathedral Cour...

						stdClass Object
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    [id] => 115
    [title] => Market Commentary Q2 2018
    [alias] => market-commentary-q2-2019
    [introtext] => 

Click the link below to access the Market Commentary for Quarter 2 - 2018

Market Commentary Q2 2018

 

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Market Commentary Q2 2018

Click the link below to access the Market Commentary for Quarter 2 - 2018 Market Commentary Q2 2018   ...

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Click the link below to access the Market Commentary for Quarter 1 - 2018

Market Commentary Q1 2018

 

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Market Commentary Q1 2018

Click the link below to access the Market Commentary for Quarter 1 - 2018 Market Commentary Q1 2018   ...

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Click the link below to access the Market Commentary for Quarter 4 - 2017

Market Commentary Q4 2017

 

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Market Commentary Q4 2017

Click the link below to access the Market Commentary for Quarter 4 - 2017 Market Commentary Q4 2017   ...

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Click the link below to access the Market Commentary for Quarter 3 - 2017

Market Commentary Q3 2017

 

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Market Commentary Q3 October 2017

Click the link below to access the Market Commentary for Quarter 3 - 2017 Market Commentary Q3 2017   ...

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Click the link below to access the Market Commentary for Quarter 2 - 2017

Market Commentary July 2017

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Market Commentary Q2 July 2017

Click the link below to access the Market Commentary for Quarter 2 - 2017 Market Commentary July 2017 ...

01 / 05

Contact us...

Cathedral Financial Management

9 The Crescent

Plymouth

Devon

PL1 3AB

Telephone: 01752 226777

E-Mail: info@cfm-plymouth.co.uk