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.

Cat: CFM News
11 Mar

Chloe Illman wins Exeter CII Young Professional of the Year 2019


Congratulations Chloe Illman for winning the David Grimley Memorial Award - Young Professional of the Year 2019 from the Chartered Insurance Institute. 

This award recognises the professional development and achievements of young people across Exeter, Taunton, Torquay and North Devon.

We are very proud of Chloe's achievements and happy that this has been recognised by this award for our professional body.

Cat: CFM News
08 Mar

Congratulations Gemma James


CFM are pleased to announce that Gemma James, CFM's Accounts assistant is expecting her first child who is due in September.

We wish Gemma all the best during her pregnancy and her first venture into parenthood.