We are...

Privately owned and independently run, we provide highly qualified and unbiased financial advice. We also recognise that to maintain and grow your trust, you must feel secure in both the breadth and depth of our knowledge and advice....

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About us - timeline

Find out where we've come from and where we are now ...

DPS Market Commentary Q3 2017

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 3 – 2017. DPS Market Commentary Q3 2017     ...

DPS Market Commentary Q2 2017

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 2 – 2017. DPS Market Commentary Q2 2017   ...

DPS Market Commentary Q1 2017

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 1 – 2017. DPS Market Commentary Q1 2017   ...

DPS Market Commentary Q3 2016

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 3 – 2016. DPS Market Commentary Q3 2016 ...

DPS Market Commentary Q2 2016

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 2 – 2016. DPS Market Commentary Q2 2016 ...

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Congratulations to Emma Ames!!

Congratulations to Emma Ames on becoming a Fellow of the Personal Finance Society.  Emma joins co-Directors Tim and Neil and Adviser Mark Brookman in achieving this prestigious qualification....

Congratulations Neil!

Congratulations to Neil Gore and his partner Hope on the birth of their second child, Angus William Gore born on 14 August 2017. ...

Congratulations to Charlotte Hottot!

Everyone at CFM would like to congratulate Charlotte on her marriage to Lee Prior.  We wish Charlotte and Lee all the very best for the future!...

Congratulations Shane - Citywire top 30 under 30 - 2017

Congratulations to Shane Bennett, our Research Analyst who has been awarded with Citywire’s Top 30 under 30 for 2017. This marks an outstanding achievement which recognises the country’s top young wealth managers. The award is based on the individual’s professional and acad...

Mark Brookman - for he's a jolly good Fellow!

The Directors of CFM Ltd wish to congratulate Mark Brookman on achieving his CII Fellowship this week.  Mark has worked extremely hard to achieve this prestigious qualification within the financial services profession.  Mark joined CFM in October 2012 and works from both our Ex...

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Contact us...

Please feel free to contact
us by e-mail, telephone
or letter.

No 1 Cathedral Court,
Southernhay East,
Exeter EX1 1AF