Cat: CFM News
27 Apr

Further achievements for Shane Bennett

We are delighted to announce that Shane Bennett has achieved the status of Chartered Member of the Chartered Institute for Securities & Investment (The CISI).

We also congratulate Shane having recently completed a 6 month professional mentoring program with the University of Plymouth. He commented ‘It was incredibly rewarding supporting my mentee with their career development but also gave me a chance to self-reflect and grow an understanding of my core values’.


Cat: CFM News
20 Mar

Covid-19 - Business as usual

We would like to take this opportunity to reach out and hope that you and your families are all staying safe and well. 

We would also like to reassure you that we have taken precautionary measures within our offices to maximise the safety of our staff and remind you that it is very much business as usual at CFM. 

All of our advisers, investment committee and support staff are active and have the facilities to work remotely when needed.

In addition, our ongoing review service will continue without interruption, but it is expected that review meetings will be conducted via alternative means, such as the telephone, facetime etc rather than in person during this time. We will contact you to arrange these meetings as before.

Market movements not seen for a generation are unnerving for everyone, and for some this may be the first real market downturn you may have experienced. But with adequate support, the markets will recover, lending will start again and while people and businesses will review the risks that they are willing to take, we will return to normal. As you will appreciate, this is an ever-changing situation, which we are monitoring closely. 

At CFM, we believe it is in challenging times like these that the power of advice is needed most of all. We are ready to support you and answer any questions or concerns that you may have. Please get in touch with your usual contact at CFM who will be on hand to help. 

The CFM team would like to thank all of you for your continued loyalty and trust during this difficult time. It means a lot to us.


From all at CFM

Cat: CFM News
03 Feb

Investors In Customers - Gold Award


Investors in Customer Survey (IIC).   

We’d like to thank those clients who participated in completing this survey.  We appreciate the time taken, particularly within the short period provided. 

We’re delighted to have been awarded their Gold Award having achieved an average score of 9.19 on a 1-10 score from our clients.   Your feedback is important to us and your comments have been noted and continued improvements will be made to maintain the trust you put in us. 


Cat: CFM News
16 Dec

Fund Raising - Christmas Jumper Day

On the 16 December, Cathedral Financial Management had a ‘Christmas Jumper Day’ where all staff were encouraged to wear their Christmas Jumpers and raise money for the excellent Force Cancer Charity.

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. 

£70 was raised on the day which was rounded up to £250 by the Directors.