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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Shane Bennett discusses the trends within ethical investing

Our Research Analyst Shane Bennett discusses the trends within ethical investing and our approach featured in this month’s copy of Advice Matters by Zurich.       ...

CFM Ltd Welcomes Hannah Ellerker

  We are pleased to welcome Hannah Ellerker to our Client Liaison Team.  Hannah has recently moved to Devon with her partner and their puppy. Hannah completed a Masters in International Business Economics at the University of Suss...

Congratulations Neil Gore

  CFM are pleased to announce that Neil Gore and his partner Hope are expecting twins. The twins will be joining their brother and sister in February 2019. We wish Neil and Hope all the best during their pregnancy.  &nb...

Congratulations Gemma James

  Congratulations Gemma James for completing her AAT Level 2 Certificate in Accounting. Gemma will be keeping the momentum going and is starting her AAT Level 3 Advanced Diploma in Accounting in September. Well done Gemma! &nb...

Congratulations Kiri Lewis

  Congratulations Kiri & Alan Lewis on the birth of their daughter, Elora. Elora was born at 1.13pm on 24th August. Kiri will be away on maternity leave to look after Elora and we look forward to seeing her next year. In the ...

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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