…a distinguished band of experts, your long-term financial partners…”

At Cathedral we have created a team of experienced and highly professional people who blend together to create a first class financial planning and wealth management firm. Each member of the team has an important role to play, whether it is providing financial advice to clients, supporting the advisers, liaising with clients, making sure that the company’s finances are in a sound condition or ensuring we offer a professional and warm welcome to all who contact us.

Our Financial Planners

Their role is to provide quality advice to our clients. Each adviser is experienced and well qualified, a vital combination in a world where financial complexities increase with each passing year. They ensure not only that our clients receive the best advice possible, but that it is communicated in language that everyone can understand. More

Our Client Liaison Team

These are the people who play a vital role at Cathedral, first by providing support to our financial planners, enabling them to get on with providing our clients with the advice that they need. Secondly, and equally important, they liaise with clients where appropriate to ensure the service we provide is as worry-free as possible. More

Our Practice Accountant

He plays a valuable role in looking after the company’s day-to-day finances. This enables his colleagues to concentrate on what we are in business for – providing a first class service for our clients. More