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 Q3 2021

  Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 3 – 2021     DPS Market Commentary Q3 2021       ...

DPS Market Commentary Q2 2021

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 2 – 2021     DPS Market Commentary Q2 2021     ...

DPS Market Commentary Q1 2021

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 1 – 2021     DPS Market Commentary Q1 2021       ...

DPS Market Commentary Q4 2020

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 4 – 2020     DPS Market Commentary Q4 2020       ...

DPS Market Commentary Q3 2020

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 3 – 2020 DPS Market Commentary Q3 2020       ...

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Congratulations Claire - Fellowship!

We are extremely delighted to announce and congratulate Claire Hannaford for securing the pinnacle of the profession, Fellowship. By becoming a Chartered Financial Planner and a Fellow of the Personal Finance Society, Claire has shown that she is prepared to invest in her person...

New Model Advisor Awards 2021

We are delighted to announce that Cathedral Financial Management Ltd has again been included in a shortlist of six advice firms within the South West region of the New Model Adviser Awards 2021 Curated by London based Citywire, the New Model Adviser Awards celebrate the very b...

Fund Raising - Christmas Jumper Day 2020

The CFM team managed to have their annual Christmas Jumper day fund raising event for charity, albeit (and as with most things in 2020), a little different. Everyone, whether in the office or by Zoom, put on their 'best' Christmas Jumpers for a quiz and to raise some money for t...

Citywire New Model Adviser Top 100

We are proud to announce CFM’s inclusion in the Citywire New Model Adviser (NMA) Top 100.  This award celebrates the best of the professional financial planning community and recognises firms based on a number of different criteria. Citywire then use a scoring system to ass...

New Joiners

We are pleased to welcome Tara Nicholls to the CFM Client Liaison Team.  Tara will be working alongside Emma Ruderham on behalf of Neil Gore.  Emma will shortly be taking 12 months’ maternity leave and Tara will take over the administration role for Neil from 19 October.   ...

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Contact us...

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

Ground Floor, Eagle House,

1 Babbage Way,

Exeter Science Park,

Exeter, Devon,

EX5 2FN