We are...

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....

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About us - timeline

Find out where we've come from and where we are now ...

DPS Market Commentary Q2 2016

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 2 – 2016. DPS Market Commentary Q2 2016 ...

DPS Market Commentary Q1 2016

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 1 – 2016. DPS Market Commentary Q1 2016 ...

DPS Market Commentary Q4 2015

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 4 – 2015. DPS Market Commentary Q4 2015 ...

DPS Market Commentary Q3 2015

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 3 – 2015. DPS Market Commentary Q3 2015 ...

DPS Market Commentary Q2 2015

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 2 – 2015.

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ELF - Golf Day!

Cathedral Financial Management was extremely pleased to be the main sponsors of the Exeter Leukaemia Fund (ELF) Charity Golf Day at the Exeter Golf and Country Club on Thursday 16th June 2016.  Hosted by ELF Patron Steve Rider the day was...

Congratulations Mark Brookman!

Congratulations to Mark Brookman on passing his final CII exam to become a Chartered Financial Planner.  The Board is delighted that Mark has been rewarded for his hard work in securing this prestigious qualification. ...

Forged in stars

This decorative and symbolic female Rhino has been painted using the stone and decoration found in and on Exeter Cathedral. She has been named Cath. Metal, stone and life, forged in stars; all precious on this small planet. The Cathedral is...

Rhino at large

Painting a rhino is a big challenge. For some, it’s just too big. Artist Stephen Dooley was approached to paint a full-size rhino for Paignton Zoo’s Great Big Rhino Project by Ronnie Halden of Bigwave Media, the marketing agency for Cathedr...

Hoax Emails

Cathedral Financial Management Ltd has recently been targeted by criminals misrepresenting themselves as employees of our firm. We have recently been contacted by French citizens who have been the victim of a scam linking CFM Ltd with a company...

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Contact us...

Please feel free to contact
us by e-mail, telephone
or letter.

No 1 Cathedral Court,
Southernhay East,
Exeter EX1 1AF