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 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

DPS Market Commentary Q2 2018

DPS Market Commentary Q2 2018
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Welcome Matthew Tonkin!

We are delighted to welcome Matthew Tonkin to the CFM Team.  Matt will initially work as a Paraplanner whilst he settles in to the business.  He has recently been working as a self-employed Adviser with a representative organisation of St James Place.   Once established at ...

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....

Congratulations Tracy Rock!

We’re delighted to announce that Tracy Rock has passed the final paper to complete the Diploma in Regulated Financial Planning....

Shane Bennett - Head of Investment

Congratulations to Shane Bennett for securing the Chartered Wealth Adviser qualification earlier in the year.  Shane has now been promoted to Head of Investment, responsible for chairing CFM’s Investment Committee....

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...

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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