Cat: CFM News
09 Sep

Congratulations Gemma!

Congratulations Gemma on the birth of your daughter, Alyssa Rose.

All of us at CFM would like to wish Gemma and Alyssa every happiness for the future.

Cat: CFM News
02 Sep

Congratulations Emma!

We are delighted to announce that Director, Emma Ames married Neil Woolfrey on Saturday 27 July at St Michaels Church in Spreyton. Emma will be changing her name in mid-October to Woolfrey but any communications should currently be addressed to Ames until further notice. The team wish Emma and Neil a happy and healthy life together.

Cat: CFM News
02 Aug

Pension Transfer Gold Standard

 

"Helping you recognise good practice, ethical and professional standards when seeking financial advice on pension transfers".

 

We are proud to announce that we meet the eligibility criteria to operate under the new Pension Transfer Gold Standard.

By embedding all nine principles of the Gold Standard we are confident that our clients will be better prepared for discussions about what to do with their safeguarded benefits and that this will lead to a stronger, more informed, trust-based relationship.

You can find out more information on what this means for you by following this link or please call us.

Cat: CFM News
22 May

Harry Bailey secures Fellowship

We are delighted to announce that Harry Bailey has secured his PFS Fellowship and joins Directors, Emma Ames and Neil Gore and Adviser, Mark Brookman with this prestigious qualification.