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 



Cat: CFM News
08 Jan

Fund Raising - Christmas Jumper Day

On the 21st December Cathedral Financial Management had a ‘Christmas Jumper Day’ where all staff were encouraged to wear their Christmas Jumpers and bring in their home baked goods to sell to colleagues to raise money for the FORCE Cancer Charity.

FORCE Cancer Charity provides essential treatment and support for anyone affected by cancer in Exeter and Devon and relies on donations to provide their services

A total of £166 was raised on the day which was matched by the Directors, bringing the total raised to £332, a fantastic result for a worthwhile cause.


Cat: CFM News
20 Oct

CFM Ltd Welcomes Mrs Charlotte Taylor-St Ruth

The Board of CFM Ltd is delighted to announce the appointment of Mrs Charlotte Taylor-St Ruth, our new Operations Director.  Charlotte has been appointed in an Oversight Role of the business to enable Emma and Neil to focus on their clients.  Charlotte recently re-located to the South West having previously been based in London carrying out a similar role within financial services. more