Cat: CFM News
23 Mar

Congratulations Claire - Fellowship!

We are extremely delighted to announce and congratulate Claire Hannaford for securing the pinnacle of the profession, Fellowship.

By becoming a Chartered Financial Planner and a Fellow of the Personal Finance Society, Claire has shown that she is prepared to invest in her personal development well beyond the statutory requirements. It is all the more impressive that Claire has achieved this despite the challenges of COVID and juggling family life.

 

 

Cat: CFM News
12 Feb

New Model Advisor Awards 2021

We are delighted to announce that Cathedral Financial Management Ltd has again been included in a shortlist of six advice firms within the South West region of the New Model Adviser Awards 2021

Curated by London based Citywire, the New Model Adviser Awards celebrate the very best of the UK professional financial planning community.

Emma Woolfrey, Director, “This award recognises the hard work and commitment of everyone at CFM to maintain standards and professionalism throughout an unprecedented time in all of our lives”

More information about the awards can be found here: https://citywire.co.uk/new-model-adviser/news/nma-awards-2021-shortlists-see-the-south-west-contenders/a1460327#i=3

 

 

Cat: CFM News
23 Dec

Fund Raising - Christmas Jumper Day 2020

The CFM team managed to have their annual Christmas Jumper day fund raising event for charity, albeit (and as with most things in 2020), a little different.

Everyone, whether in the office or by Zoom, put on their 'best' Christmas Jumpers for a quiz and to raise some money for the excellent Force Cancer Charity. www.forcecancercharity.co.uk

Force have a Cancer Support and Information Centre in Exeter for patients and their loved ones who need physical, emotional, psychological and practical support. They also offer support and information and fund the delivery of chemotherapy in Okehampton, Tiverton and Honiton. All of their services are free. Force also fund local research and buy equipment to improve patient care. 

£96 was raised on the day which was rounded up to £250 by the Directors. 

Cat: CFM News
02 Nov

Citywire New Model Adviser Top 100

We are proud to announce CFM’s inclusion in the Citywire New Model Adviser (NMA) Top 100. 

This award celebrates the best of the professional financial planning community and recognises firms based on a number of different criteria. Citywire then use a scoring system to assess which firms make it into the prestigious list.

The criteria used to assess the NMA Top 100 includes evidence of:

  • Well qualified staff
  • Robust investment propositions
  • Good use of technology
  • Willingness to share best practice
  • Client education
  • Recruitment
  • Contribution to professional standards

Being in the Top 100 is something that we are proud to share with you and reinforces that despite these difficult times, we strive to maintain stability and continuity for our clients, both in terms of portfolio management and meeting their general financial planning needs.