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Heather Horner
Practice Manager

Heather joined CFM in April 2016 and has over 15 years experience in financial services. Prior to joining CFM she worked overseas for a pension company and was responsible for running offices in both Cyprus and Malta. Heather provides administration support to Emma Ames. Heather holds the Certificate in Financial Planning and is working towards her Diploma in Regulated Financial Planning.

 

 

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Claire Hannaford, APFS
Paraplanner

Claire joined CFM in September 2007 and has over 13 years experience within the financial services profession. Claire primarily works with; Emma Ames, Neil Gore and their clients and offers technical and research support to the financial planning team. She also holds the Chartered Financial Planner qualification.

 

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Chloe Illman DipPFS
Paraplanner

Chloe joined CFM in June 2015 and provides Paraplanning support to both Emma Ames and Neil Gore. Prior to this she worked for a large insurance company for 7 years predominantly running the training division. Chloe holds the CII diploma in Regulated Financial Planning.

 

Tracy

Tracy Rock DipPFS
Paraplanner

Tracy joined CFM in November 2018 and provides Paraplanning support to Emma Ames and Neil Gore. She has more than 13 years’ experience in both the insurance and financial services industries. Tracy holds the CII Diploma in Regulated Financial Planning.

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Fiona Dare
Client Liaison Assistant

Fiona joined Cathedral in 2004 and provides administrative support to clients of Ed Holbrook. Prior to that she had worked for financial services providers for more than five years. Fiona holds the Certificate in Financial Planning which she has obtained whilst working for Cathedral.

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Fiona Wood
Client Liaison Assistant

Fiona has been a member of support staff in varying posts in finance since 1986, having worked for Derek Parry Ltd in Sidmouth before the company was taken over by Cathedral in 2005. Fiona provides administrative support to the clients of Ed Holbrook. Her presence provides their clients with reassuring continuity.

 

 

Kiri-Lewis

Kiri Lewis
Client Liaison Assistant

Kiri joined CFM in August 2013 and provides administrative support to clients of Emma Ames. Prior to that she worked at a local Solicitors practice for 6 years. Kiri is a member of the Personal Finance Society and is working towards the diploma in Regulated Financial Planning.

 

 

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Clare Simmons
Client Liaison Assistant

Clare joined CFM in June 2018 and provides support to the clients of Neil Gore. Clare has 10 years' experience in financial services, prior to joining she worked as a personal assistant for a local independent financial adviser. Clare is a member of the Personal Finance Society.

 

 

Hannah-Ellerker

Hannah Ellerker
Client Liaison Assistant