Cathedral Wealth Management

Cathedral Wealth Management provides financial advice tailored to meet the personal and business objectives of its clients. The firm focuses on building long-term relationships based on trust and integrity, simplifying financial planning for individuals and businesses.
  • Protection
  • Will Writing
  • Long Term Care
  • Corporate Advice
  • Investment Planning
  • Retirement Planning
  • Inheritance Planning
  • Philanthropy and charitable giving

Size
Small
Phone
01243 813058
Email
Available in Endole App
Locations
Hills Barn, Appledram Ln S, PO20 7EG
01243813058
Digital Popularity
Popularity over time
Social Media
Competitors
Joanne Fogo Wealth Management Limited
Joanne Fogo provides bespoke Financial Planning for individuals, families, and businesses in the Greater Manchester area and beyond.
Company Details
Cathedral Wealth Management is operated by Cathedral Wealth Management Limited and is a Active company incorporated on 11 November 2014 with the registered office located in Chichester, West Sussex. Cathedral Wealth Management Limited was registered 10 years ago.

Status
Active
Size
Micro
Directors
2
Age
10 years old
Employees
7
Turnover
Unreported
Total Assets
£1.71M
Cash in Bank
£10.96K
Total Liabilities
-£1.57M

Director • English • Lives in England • Born in Jul 1984
Director • PSC • Financial Adviser • British • Lives in England • Born in Jul 1981
Teams
All
6
Management
4
Finance
3
Other
1
Practice Manager • Joined Jul 2023
Financial Director • Joined Mar 2023
Founding Director • Joined Feb 2013
Financial Adviser At Cathedral Wealth Management • Joined Oct 2022
Trainee Financial Advisor • Joined Sep 2023
Financial Adviser • Joined Aug 2024
Practice Manager • Joined Jul 2023
Financial Director • Joined Mar 2023
Founding Director • Joined Feb 2013
Financial Adviser • Joined Aug 2024
Financial Director • Joined Mar 2023
Trainee Financial Advisor • Joined Sep 2023
Financial Adviser • Joined Aug 2024
Financial Adviser At Cathedral Wealth Management • Joined Oct 2022