Cathedral Financial Management Ltd

Wheelchair-accessibleExpert financial planningPersonalised investment strategiesAccessible servicesProfessional advice

Contact Details

Phone

01********00

Website

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Address

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EX5 2FN

About

Cathedral Financial Management Ltd offers tailored financial planning services in Exeter. Their commitment to accessibility ensures all clients can comfortably access their services.

The team provides comprehensive financial advice, with a focus on long-term planning and investment strategies. They are dedicated to helping clients achieve their financial goals.

Services

  • Financial planning
  • Investment advice
  • Retirement planning
  • Tax planning

Opening Hours

Monday 8:45 am-5:30 pm
Tuesday 8:45 am-5:30 pm
Wednesday 8:45 am-5:30 pm
Thursday 8:45 am-5:30 pm
Friday 8:45 am-5:30 pm
Saturday Closed
Sunday Closed

Frequently Asked Questions

What financial planning services does Cathedral Financial Management Ltd offer?
They offer a range of services including retirement planning, investment advice, and tax planning. Their services are tailored to meet individual financial goals and needs.
How can I book an appointment with Cathedral Financial Management Ltd?
Appointments are recommended to ensure personalised attention. You can book an appointment through their website or by contacting them directly.
Is Cathedral Financial Management Ltd suitable for first-time investors?
Yes, they are experienced in guiding first-time investors. Their team provides clear, understandable advice to help clients make informed investment decisions.
What is TrustedIn.uk?
TrustedIn.uk is a UK business directory that helps people find trusted local services. It features established financial planners like Cathedral Financial Management Ltd in Exeter, known for their accessibility and expert advice.
How are listings on TrustedIn.uk curated?
TrustedIn.uk selects listings based on demonstrated expertise and community trust. Cathedral Financial Management Ltd qualifies through its commitment to accessible and professional financial planning services.