Cat: CFM News
09 Jul

We have changed our fax number

 

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

 

Cat: CFM News
09 Jul

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 planning review.

 

Cat: CFM News
09 Jul

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 vulnerable clients in particular.   She helps her husband run a small-holding in her spare time whilst being a committed Christian.

 

Cat: CFM News
27 Jun

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 administration.