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.

 

Cat: CFM News
27 Jun

CFM Ltd Welcomes Clare Simmons

 

We are pleased to welcome Clare Simmons to our Client Liaison Team.  Kiri Lewis has now commenced maternity leave so Clare is joining Emma’s team.  Clare joins CFM with 10 years’ experience in financial services administration.

 

Cat: CFM News
22 Mar

Congratulations Shane Bennett - Citywire Top 30 under 30

Congratulations to Shane Bennett, our Research Analyst who has been awarded with Citywire’s Top 30 Under 30 for the second consecutive year. Following hundreds of applications, the award recognises the top 30 rising stars of the wealth management industry from across the country. It is based on the individual’s professional and academic achievements, as well as the importance of their role within the company. It is also an acknowledgement of those young professionals who are committed to improving the industry for the future.

Please follow this link for further information - click here