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  11. Cathedral Financial Management

Cathedral Financial Management

Independent Financial Adviser  9 The Crescent, PL1 3AB
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FCA authorised
Last authorised 11th October 2021
Privately owned and independently run, we provide highly qualified and unbiased financial advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Neil Gore BA (Hons) FPFS
Chartered Financial Planner
MR Mark Brookman FPFS
Chartered Financial Planner
About us

We offer a holistic approach to both financial and investment planning. Clients are invited each year to a meeting, when they receive a full report and analysis of their assets and investments. Investment statements are issued 6-monthly. Contact is made with clients throughout the year if issues arise which require their attention (ISA contributions, fund changes etc).

All new clients are offered a free initial interview without cost or obligation which allows the company to determine what level of service is appropriate and what fees would be applicable.

Although the company is Devon based, clients are drawn from throughout the UK and Europe.

Our services

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.

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

9 The Crescent, Plymouth, Devon, PL1 3AB

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