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.
Our sole aim is to build a long-lasting relationship of trust with you, based on a friendly yet professional highly personalised service. We will continually monitor your arrangements and use cash flow modelling to check you are on track to meet your goals. All matters are handled quickly and efficiently in the strictest confidence. We build successful relationships with our clients, starting with a detailed understanding of what is important to them. We are transparent about our charges, which will be discussed with you during your face-to-face meeting with an adviser.
Our office has beautiful views of the majestic Gloucester Cathedral and we have clients based in the Midlands, South West and South Wales. Home visits can be arranged.