CFM was established in 1993 with the first office being located in Cathedral Yard. The strong growth of the business has necessitated several moves, the last one being in August 2010 with our current head office at No 1 Cathedral Court, which is located in the heart of Exeter’s professional community and just opposite the Southgate Hotel.

In September 2005 we acquired the assets of Derek Parry Ltd

In March 2010 showed CFM expand into Plymouth city centre when DMA Financial Planning Ltd became part of the CFM Group and in December 2016 the full acquisition of DMA Finanical Planning was completed

In July 2010 we acquired the assets of Westminster Financial Management Ltd. Westminster’s former clients are looked after by the financial planning team in the Exeter Office.

A privately owned independent company, offering unbiased and professional financial advice.