Cat: CFM News
31 Aug

Congratulations Kiri Lewis

 

Congratulations Kiri & Alan Lewis on the birth of their daughter, Elora. Elora was born at 1.13pm on 24th August.

Kiri will be away on maternity leave to look after Elora and we look forward to seeing her next year.

In the meantime, all of us at CFM would like to wish Kiri, Alan and Elora every happiness for the future.

 

Cat: CFM News
09 Jul

We have changed our fax number

 

Please be aware that our fax number has changed to 01392 211814.

 

Cat: CFM News
09 Jul

We have moved!

 

We are delighted to have moved into prestigious new offices on the Ground Floor of Eagle House, Exeter Science Park where client parking is available and room for future expansion.  Come and visit us at your next financial planning review.

 

Cat: CFM News
09 Jul

CFM Ltd Welcomes Mary Shere

 

The Board is delighted to announce the arrival of Mary Shere, a Chartered Financial Planner with 25 years’ financial services experience.   Mary provides a hand-holding approach to financial planning for elderly and vulnerable clients in particular.   She helps her husband run a small-holding in her spare time whilst being a committed Christian.