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 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 ...

DPS Market Commentary Q1 2016

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 1 – 2016. DPS Market Commentary Q1 2016 ...

DPS Market Commentary Q4 2015

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 4 – 2015. DPS Market Commentary Q4 2015 ...

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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...

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...

The Escot Mud Run Challenge

At the end of March, six members of staff braved the Escot Mud Run organised by South West Military Fitness. The run involved an array of obstacles encouraging team building as well as plenty of mud, testing their endurance and strength. Unfortunately the shining sun was not enou...

New Model Adviser of the Year South West Regional Shortlist

The Board is delighted to announce that for the 9th year in succession, CFM Ltd was shortlisted for Citywire’s New Model Adviser of the Year, South West Region.  It is always pleasing to note that our continued hard work and progre...

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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