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Heather Horner
Facilities Manager

 

Heather joined CFM in April 2016 and has over 17 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 and prior to this was International Marketing Manager for a US company. Heather provides administration support to Mary Shere as well as looking after the day to day running of the office. Heather holds the Certificate in Financial Planning, is an Affiliate member of the Institute of Chartered Book-keepers and is currently working towards her Diploma in Office and Facilities Management.

 

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Claire Hannaford, FPFS
Paraplanner

Claire joined CFM in September 2007 and has over 13 years experience within the financial services profession. Claire primarily works with; Emma Woolfrey, Neil Gore and their clients and offers technical and research support to the financial planning team. Claire is Chartered and also a Fellow of the Personal Finance Society.

 

 

 

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Tracy Rock APFS
Chartered Financial Planner

Tracy joined CFM in November 2018 and provides Paraplanning support to Emma Woolfrey and Neil Gore. She has more than 13 years’ experience in both the insurance and financial services industries. Tracy is a Chartered Financial Planner. 

 

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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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Gail Page
Client Liaison Assistant

Gail originally joined CFM in January 2001 and was with the company for three years. After leaving to bring up a family Gail returned to the company in May 2011 as an assistant to Emma Woolfrey. Gail has been in the financial services profession in an administrative role since 1987, attained the Financial Planning Certificate in 2000 and provides administrative support to clients of Mark Brookman and Harry Bailey.

 

 

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Kiri Lewis
Client Liaison Assistant

Kiri joined CFM in August 2013 and provides administrative support to clients of Emma Woolfrey. 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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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.

 

 

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Tara Nicholls
Client Liaison Assistant

Tara joined CFM in August 2020 and will be providing administrative support to clients of Neil Gore. Prior to that she had worked as a Personal Banker for Santander for 6 years.