Claire-Hannaford

Claire Hannaford, APFS
Paraplanner

Claire joined CFM in September 2007 and has over eight years experience within the financial services profession. Claire primarily works with; Emma Ames, Neil Gore and their clients and offers technical and research support to the financial planning team. She also holds the Chartered Financial Planner qualification.

Charlotte-Hottot

Charlotte Prior
Client Liaison Assistant

Charlotte joined CFM in April 2014 and provides administrative support to clients of Neil Gore. Prior to that she worked for a Chartered Accountants for 2 years. Charlotte is a member of the Personal Finance Society.

fiona-dare

Fiona Dare
Client Liaison Assistant

Fiona joined Cathedral in 2004 and provides administrative support to clients of Ed Holbrook. Prior to that she had worked for financial services providers for more than five years. Fiona holds the Certificate in Financial Planning which she has obtained whilst working for Cathedral.

gail-page

Gail Page
Client Liaison Assistant

Gail originally joined Cathedral in January 2001 and was with the company for three years. After leaving to bring up a family she returned to the company in May 2011 as an assistant to Emma Ames. Gail now provides administration support to clients of Mark Brookman and Harry Bailey. Gail has been in the financial services profession in an administrative role since 1987 and attained the Financial Planning Certificate in 2000.

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Fiona Wood
Client Liaison Assistant

Fiona has been a member of support staff in varying posts in finance since 1986, having worked for Derek Parry Ltd in Sidmouth before the company was taken over by Cathedral in 2005. Her presence provides their clients with reassuring continuity.

Kiri-Lewis

Kiri Lewis
Client Liaison Assistant

Kiri joined CFM in August 2013 and provides administrative support to clients of Emma Ames. Prior to that she worked at a local Solicitors practice for 6 years. Kiri is a member of the Personal Finance Society and is working towards the diploma in Regulated Financial Planning.

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Chris Brocksom, Dip PFS, Cert PFS(DM)
DPS Operations Manager

Chris Joined Cathedral in May 2011. He plays an integral role in the day to day management and oversight of our discretionary portfolio service. Chris has a background in commercial and financial management in the construction industry and has now firmly established his new career in Financial Services.

 

Shane-Bennett

Shane Bennett BA (Hons) IMC
Research Analyst

Shane joined the firm in 2012 upon graduation from Plymouth University, where he obtained a first class honours degree in International Financial Services. He works within the Investment Committee specialising in investment research and maintaining a robust fund panel. Shane holds the Investment Management Certificate and CFA level 1. He is a CFA candidate member and working towards the full Chartered Financial Analyst qualification.

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Chloe Illman
Paraplanner

Chloe joined CFM in June 2015 and provides Paraplanning support to both Emma Ames and Neil Gore. Prior to this she worked for a large insurance company for 7 years predominantly running the training division. Chloe has started working towards the diploma in Regulated Financial Planning which she hopes to complete in the near future.