Cathedral Financial Management Limited

Independent Financial Adviser  Ground Floor, Eagle House, Exeter, Devon, EX5 2FN
First meeting at adviser's own cost
We provide independent financial planning and wealth management advice in a clear and approachable way. We listen to your needs and provide you with solutions that suit your personal circumstances.
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
9.0/10
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FCA authorised
Last authorised 18th October 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 - individual adviser accreditation
Mrs Emma Woolfrey FPFS ACSI
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 - individual adviser accreditation
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 - individual adviser accreditation
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 - individual adviser accreditation
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 - individual adviser accreditation
About us

We have been advising and supporting clients for over 25 years with our unbiased financial planning and investment services.

Our qualified advisers will create a financial plan that is personal to you and designed to help you reach your long-term goals. We will continually review your progress, plus we are here for you whenever you want to talk.

Our services

CFM Ltd offers both advisory and discretionary investment services for both investment and pensions.

We also provide services such as retirement planning, inheritance tax planning and long term care planning to name a few.

Please contact us or visit our website for more details.

Where to find us
Head office address: Ground Floor, Eagle House, 1 Babbage Way, Exeter Science Park, Exeter, EX5 2FN
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
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
9.0/10
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FCA authorised
Last authorised 18th October 2021

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