About us

At Cathedral Green Financial Planning our clients are always front and centre of everything we do. We understand that everyone has different concerns and objectives so all of our advice is bespoke and tailored to each client.

We are a family business that specialise in offering expert trusted financial advice to individuals, business owners, and trustees in a wide range of areas including tax efficient investment planning, retirement planning, pension planning including helping to safeguarded benefits, estate planning and inheritance tax planning. We work closely with our clients and their family to provide financial security and peace of mind.


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