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 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

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       ...

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Chloe Illman wins Exeter CII Young Professional of the Year 2019

  Congratulations Chloe Illman for winning the David Grimley Memorial Award - Young Professional of the Year 2019 from the Chartered Insurance Institute.  This award recognises the professional development and achievements of y...

Congratulations Gemma James

  CFM are pleased to announce that Gemma James, CFM's Accounts assistant is expecting her first child who is due in September. We wish Gemma all the best during her pregnancy and her first venture into parenthood.   ...

Congratulations Shane Bennett

  Congratulations Shane Bennett for passing the final paper to complete the level 7 CISI Chartered Wealth Manager qualification.   ...

Congratulations Neil Gore

  Congratulations Neil Gore and his partner Hope on the birth of their twins yesterday. They welcomed their son at 12.12pm weighing 4lb 15oz and their daughter a minute later weighing 4lb 10oz. Hope and the babies are doing well and...

CFM Ltd Welcomes Amber Pugh

  We are pleased to welcome Amber Pugh to our Team as CFM's Receptionist. This is Amber's first role in Financial Services having spent the past 9 years working in the Performing Arts Industry.     ...

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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