About us

Cathedral Financial Planning (Uk) Ltd is a well-established, friendly, family run, financial services business with over 25 years experience in the finance industry. Owner, Mauro, is Diploma level qualified and has a unique background within the industry, having wide ranging knowledge of Investment Services; Portfolio Management and Client Relationship Management. The Company has grown steadily through personal recommendation and professional referrals. Mauro strongly maintains that “his clients are at the heart of his business”. Ensuring that the company remains small enough, allowing a highly personalised, bespoke service to all our Private and Business clients; customer focus and value added service is our ethos.

 

Why Cathedral Financial Planning (Uk) Ltd…?

 

At Cathedral Financial Planning (Uk) Ltd we pride ourselves on being open and honest as we know our clients value our integrity, we treat all clients fairly ensuring discussions are jargon free, easy to understand and keep cost transparent to ensure all needs are goals are met.

It is very important to us that when you share information about your life and your relationships over a number of years, trust and confidence in our team is paramount.

Our clients are our number one priority and we are committed to providing a first class service from highly qualified individuals.
We have invested in technology and have robust systems in order to deliver an efficient, highly personalised service from a dedicated team.
We commit to a client service proposition of rapid response to client queries and requests, where feasible on the same day, effectively and accurately.

Our Objective

Our aim at Cathedral Financial Planning (Uk) Ltd is to establish long lasting relationships with all clients looking for ongoing advice, happy to undertake anything from short term financial objectives to lifetime financial planning. Our promise is to actively engage in regular reviews to ensure the continuing suitability of our recommendations. 

To get the most from our service we will complete a full financial health check with you, looking at your current position and your future requirements. From this information we can discuss your specific goals and aspirations and together we can develop a sustainable proposal for your future.

Attention to detail and a bespoke service if what we offer all our clients, in many cases, we able to take the stress and anxiety out of some of life’s difficult situations. .

 

 

 

 

For more information please call Cathedral Financial Planning on:

Tel:

01765 278709

Mobile:

07999 196984

email:

info@cathedralfp.co.uk

Cathedral Financial Planning (Uk) Ltd is an Appointed Representative of the Financial Advice Network Ltd, which is authorised and regulated by the Financial Conduct Authority no.430769.