Cat: CFM News
01 Jul

Welcome Matthew Tonkin!

We are delighted to welcome Matthew Tonkin to the CFM Team. 

Matt will initially work as a Paraplanner whilst he settles in to the business.  He has recently been working as a self-employed Adviser with a representative organisation of St James Place.   Once established at CFM, he will become a Financial Adviser as we gradually develop a new advisory team within the company to strengthen the succession planning of our organisation.  

 

Cat: CFM News
22 May

Harry Bailey secures Fellowship

We are delighted to announce that Harry Bailey has secured his PFS Fellowship and joins Directors, Emma Ames and Neil Gore and Adviser, Mark Brookman with this prestigious qualification.

Cat: CFM News
21 May

Congratulations Tracy Rock!

We’re delighted to announce that Tracy Rock has passed the final paper to complete the Diploma in Regulated Financial Planning.

Cat: CFM News
24 Apr

Shane Bennett - Head of Investment

Congratulations to Shane Bennett for securing the Chartered Wealth Adviser qualification earlier in the year. 

Shane has now been promoted to Head of Investment, responsible for chairing CFM’s Investment Committee.