Cat: CFM News
14 Mar

CFM say “Bring on the Rhinos”

Following the success of Paignton Zoo's Great Gorillas Project, Cathedral Financial Management had no hesitation in signing up for a gold sponsorship of the 2016 Great Big Rhino Project.

Tim Ames, Director of CFM, commented: "We immediately saw 'the bigger picture' when we were first approached about the Gorilla project. The benefits to conservation, local community groups and schools plus the marketing exposure we as a company would receive made it a win-win situation for everyone. In fact the media exposure and feedback from clients and the business community far exceeded our expectations."

The CFM Rhino will once again be sited in Southernhay and the gold sponsorship means that a bespoke design will be created, which at this moment in time is being kept firmly under wraps.

Cathedral Financial Management is a privately owned independent company offering unbiased and professional financial advice.

CFM was established in 1993 with the first office being located in Cathedral Yard. The strong growth in business has necessitated several moves, the last one being in 2010 to the current head office at No 1 Cathedral Court, Southernhay, located in the heart of Exeter's professional community.

Cat: CFM News
08 Jan

Congratulations Claire for achieving Chartered Status!

Congratulations to Claire Hannaford who achieved Chartered status in December 2015. The Directors were particularly impressed that Claire found the time during her 12 months' maternity leave to take and pass her final exam to achieve Chartered status. Claire will be returning to CFM Ltd on 19th April working 2 days a week to support the Directors in her paraplanning role.

Cat: CFM News
21 Aug

Congratulations!

Congratulations to Chris Brocksom and Claire Hannaford for passing the following CII Advanced Examinations:-

Chris Brocksom – AF4 Investment Planning

Claire Hannaford – AF1 Personal Tax and Trust Planning

Both Chris and Claire are working their way towards becoming Chartered Financial Planners.

Congratulations also to Mark Cudmore, our in-house Accountant who has recently passed his final ATT examination.

Cat: CFM News
23 Apr

Congratulations!

Congratulations to Claire Hannaford and her husband Ian on the birth of their first baby, Aleena Caroline. Aleena was born at 11.00 pm on the 9th April.

Claire will be away on maternity leave to look after Aleena and we look forward to seeing her upon her return in due course.

In the meantime, all of us at CFM would like to wish Claire, Ian and Aleena every happiness for the future.