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 most recent being in July 2018 to our current head office at Eagle House, which is located at the Exeter Science Park, just off J29 of the M5.
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 Financial 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.