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 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     ...

DPS Market Commentary Q2 2017

Click the link below to access the Discretionary Portfolio Service Market Commentary for Quarter 2 – 2017. DPS Market Commentary Q2 2017   ...

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We have changed our fax number

  Please be aware that our fax number has changed to 01392 211814.   ...

We have moved!

  We are delighted to have moved into prestigious new offices on the Ground Floor of Eagle House, Exeter Science Park where client parking is available and room for future expansion.  Come and visit us at your next financial plann...

CFM Ltd Welcomes Mary Shere

  The Board is delighted to announce the arrival of Mary Shere, a Chartered Financial Planner with 25 years’ financial services experience.   Mary provides a hand-holding approach to financial planning for elderly and v...

CFM Ltd Welcomes Clare Simmons

  We are pleased to welcome Clare Simmons to our Client Liaison Team.  Kiri Lewis has now commenced maternity leave so Clare is joining Emma’s team.  Clare joins CFM with 10 years’ experience in financial services...

Congratulations Shane Bennett - Citywire Top 30 under 30

Congratulations to Shane Bennett, our Research Analyst who has been awarded with Citywire’s Top 30 Under 30 for the second consecutive year. Following hundreds of applications, the award recognises the top 30 rising stars of the wealth m...

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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