Cathedral Financial Planning (UK) LTD
We offer Individual Solutions for Individual Needs
Cathedral Financial Planning is a firm of professional Independent Financial Advisers based in Burley in Wharfedale, near Ilkley in Leeds, this however, doesn’t restrict us to just Yorkshire, indeed we effectively manage the concerns of clients throughout the whole of the UK.
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What do you love most about your job?
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.
What inspired you to start your own business?
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 since 2007, 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 should our clients choose you?
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.
What you hear is what you get
I simply put myself in the clients position and treat everyone with the respect and professionalism that I would want to receive myself. I deliver easy to understand advice, a service that is personal and tailored to the clients needs, keeping the client informed is key to the service I deliver.
In the 14 years I have been self employed I have hardly advertised, as my service gives clients the confidence to recommend me to their friends and family.
Feel free to try me. What you hear is what you get.
