About us

The family team at Cathedral Green Financial Planning pride themselves on building a relationship for life with our clients. Our objectives are to deliver excellent service and to take away the complexity and jargon from important financial decisions. We always focus on delivering value for money for our clients. This is evidenced in our recent client surveys, in which 100% of our clients surveyed said they would recommend us, 97% said their financial objectives are being met, and 93% described our service as either ‘excellent’ or ‘good’ value for money. A copy of our client survey is available on request.

Our latest client survey was conducted in January 2020. All of our 285 clients were contacted and we received 31 responses.

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