Cat: CFM News
05 Nov

CFM Ltd Welcomes Tracy Rock

 

We are pleased to welcome Tracy Rock to our Paraplanning Team. Tracy has over 13 years experience in financial services within an IFA environment and a large pension provider. Tracy is currently studing the Diploma in Regulated Financial Planning.

 

Tracy will provide paraplanning support to Emma Ames and Neil Gore.

 

Cat: CFM News
24 Sep

Shane Bennett discusses the trends within ethical investing

Our Research Analyst Shane Bennett discusses the trends within ethical investing and our approach featured in this month’s copy of Advice Matters by Zurich.

 

 

 

Cat: CFM News
12 Sep

CFM Ltd Welcomes Hannah Ellerker

 

We are pleased to welcome Hannah Ellerker to our Client Liaison Team.  Hannah has recently moved to Devon with her partner and their puppy. Hannah completed a Masters in International Business Economics at the University of Sussex in 2017 following her degree in Business with Finance at the University of Brighton in 2016.

Hannah will provide administration support to the clients of Mary Shere and will work with Clare Simmons to support to the clients of Emma Ames.

 

Cat: CFM News
10 Sep

Congratulations Neil Gore

 

CFM are pleased to announce that Neil Gore and his partner Hope are expecting twins.

The twins will be joining their brother and sister in February 2019. We wish Neil and Hope all the best during their pregnancy.