DMA Financial Planning Ltd became part of the CFM group in March 2010. They are one of the longest running financial planning practices in the West Country, having been established in 1989 by David and Kate Mayo and continue to operate from their Plymouth offices..

They offer a holistic approach to both financial and investment planning. Clients are invited each year to a meeting with David and Kate, when they receive a full report and analysis of their assets and investments. Investment statements are issued 6-monthly. Contact is made with clients throughout the year if issues arise which require their attention (ISA contributions, fund changes etc)..

All new clients are offered a free initial interview without cost or obligation which allows the company to determine what level of service is appropriate and what fees and commissions would be applicable. .

County-wide and further afield

We operate from three offices in Devon - Plymouth * Exeter and Sidmouth . This does not restrict us just to the south west, however, and indeed we successfully look after the affairs of clients spread across the UK. With the assistance of modern technology, distance need not be a barrier to a fruitful partnership.

An enviable heritage of offering quality services

Privately owned and independently run, we provide highly qualified and unbiased financial advice.

We also recognise that to maintain and grow your trust, you must feel secure in both the breadth and depth of our knowledge and advice. Our attention to the market is constant, monitoring changes and initiatives and keeping abreast of legal, taxation and legislative developments that can impact on financial performance.

We offer a wide range of carefully managed, tailored services including:

• financial planning for private clients


• bespoke investment portfolio management (both advisory and discretionary)


• pensions consultancy and administration


• corporate business planning


• specialist support services for solicitors and accountants