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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, APFS
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. 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 Woolfrey 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.

 

 

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Tracy Rock DipPFS
Paraplanner

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 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.

 

 

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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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Hannah Ellerker
Trainee Paraplanner

Hannah joined CFM in September 2018 and provides Paraplanning support to Emma Woolfrey and Neil Gore. Prior to joining CFM, Hannah completed her Master’s degree at the University of Sussex. Hannah is currently working towards the Diploma in Regulated Financial Planning.

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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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Emma Ruderham
Client Liaison Assistant

Emma joined CFM in January 2020 following 15 years working in the Corporate & Commercial Banking sector of Santander Bank. Emma is currently studying towards the CII Diploma in Regulated Financial Planning and provides administrative support to Neil Gore.

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Jason Trigger
Client Liaison Assistant

Jason joined CFM in December 2019 and provides administrative support to the clients of Emma Woolfrey. Prior to this, he has worked for two insurance companies over 10 years, predominantly offering administrative support to the claims department.