Loading...

Please wait ...

Cathedral Financial Planning (UK) LTD logo
C

Cathedral Financial Planning (UK) LTD

Leeds, West Yorkshire

1 hire on Bark
Cathedral Financial Planning (UK) LTD logo
C

Cathedral Financial Planning (UK) LTD

Leeds, West Yorkshire

1 hire on Bark

About

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.

More...

Reviews

Leave a review

Be the first to leave a review for Cathedral Financial Planning (UK) LTD.

Photos (1)

See all

Q&A

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.

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

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.