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 2018

DPS Market Commentary Q2 2018

DPS Market Commentary Q2 2018

DPS Market Commentary Q2 2018

DPS Market Commentary Q1 2018

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 1 – 2018. DPS Market Commentary Q1 2018       ...

DPS Market Commentary Q4 2017

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 4 – 2017. DPS Market Commentary Q4 2017     ...

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     ...

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Remembering Tim Ames 24.12.18

It is with sadness that we announce Tim Ames, CFM’s Finance Director passed away, after a short illness on Christmas Eve at home with his loved ones.    Tim joined CFM in 1993 while reading Financial Services at Bristol B...

Fund Raising - Christmas Jumper Day

  On the 14 December Cathedral Financial Management had a ‘Christmas Jumper Day’ where all staff were encouraged to wear their Christmas Jumpers and could purchase food and drink on the day to raise money for Devon Air Ambu...

Congratulations Chris Flinn

  Congratulations Chris Flinn for passing the final paper to complete his level 4 CISI Investment Advice Diploma.   ...

Congratulations Chloe Illman

  Congratulations Chloe Illman for passing the final paper to complete her level 4 CII Diploma in Regulated Financial Planning.   ...

CFM Ltd Welcomes Tracy Rock

  We are pleased to welcome Tracy Rock to our Paraplanning Team. Tracy has over 13 years experience in financial services within an IFA environment and a large pension provider. Tracy is currently studing the Diploma in Regulated Finan...

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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