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 2019

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 3 – 2019 DPS Market Commentary Q3 2019     ...

DPS Market Commentary Q2 2019

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 2 – 2019 DPS Market Commentary Q2 2019     ...

DPS Market Commentary Q1 2019

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 1 – 2019 DPS Market Commentary Q1 2019     ...

DPS Market Commentary Q4 2018

  Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 4 – 2018 DPS Market Commentary Q4 2018   ...

DPS Market Commentary Q3 2018

DPS Market Commentary Q2 2018
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Goodbye and good luck Gail Page

Sadly, Gail Page, our Administration Supervisor left our employment on the 25 September.  Gail has decided to take a break from financial services and will be working alongside her partner in his building maintenance business.  She will be sorely missed, having worked at CFM ...

Congratulations Gemma!

Congratulations Gemma on the birth of your daughter, Alyssa Rose. All of us at CFM would like to wish Gemma and Alyssa every happiness for the future....

Congratulations Emma!

We are delighted to announce that Director, Emma Ames married Neil Woolfrey on Saturday 27 July at St Michaels Church in Spreyton. Emma will be changing her name in mid-October to Woolfrey but any communications should currently be addressed to Ames until further notice. The team...

Pension Transfer Gold Standard

  "Helping you recognise good practice, ethical and professional standards when seeking financial advice on pension transfers".   We are proud to announce that we meet the eligibility criteria to operate under the new Pension Transfer Gold Standard. By embedding all nine pr...

Harry Bailey secures Fellowship

We are delighted to announce that Harry Bailey has secured his PFS Fellowship and joins Directors, Emma Ames and Neil Gore and Adviser, Mark Brookman with this prestigious qualification....

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Contact us...

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

Ground Floor, Eagle House,

1 Babbage Way,

Exeter Science Park,

Exeter, Devon,

EX5 2FN