Cat: CFM News
17 Dec

Fund Raising - Christmas Jumper Day


On the 14 December Cathedral Financial Management had a ‘Christmas Jumper Day’ where all staff were encouraged to wear their Christmas Jumpers and could purchase food and drink on the day to raise money for Devon Air Ambulance.

Devon Air Ambulance provides emergency medical services through the provision of two helicopter air ambulances covering the county of Devon.

A total of £160 was raised on the day which was rounded up to £400 by the Directors.



Cat: CFM News
21 Nov

Congratulations Chris Flinn


Congratulations Chris Flinn for passing the final paper to complete his level 4 CISI Investment Advice Diploma.


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.