Cathedral Financial Management Limited

Independent Financial Adviser  Ground Floor, Eagle House, Exeter, Devon, EX5 2FN
First meeting at adviser's own cost
Privately owned and independently run, we provide highly qualified and unbiased financial advice for private and corporate clients.
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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Accident & sickness
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Critical illness
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Income protection insurance
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Life 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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Long term care
Response rating
10/10
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FCA authorised
Last authorised 28th June 2021
Meet our advisers
Mr Neil Gore BA(Hons)FPFS
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
Mrs Emma Woolfrey FPFS ACSI
Director & Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

ACSI membership of the CISI, and denotes commitment to professionalism. It is awarded to those with a suitable combination of qualifications and experience.

Accreditations
Chartered Financial Planner
Mr Ed Holbrook
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Mark Brookman
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
Mrs Mary Shere
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
Mr Harry Bailey
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
About us

Our highly qualified advisers offer the highest standard of impartial independent financial advice. A full financial planning service, including specialist advice, is available for private and corporate clients. Our female Director offers specialist advice for women.

Our services

CFM Ltd offers both an advisory and discretionary portfolio service managed in-house by our Investment Committee.

Where to find us
Head office address: Ground Floor, Eagle House, 1 Babbage Way, Exeter Science Park, Exeter, Devon, EX1 1RS
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 28th June 2021

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