Cat: CFM News
16 Nov

Congratulations Chloe Illman

 

Congratulations Chloe Illman for passing the final paper to complete her level 4 CII Diploma in Regulated Financial Planning.

 

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.