CFM was established in 1993 with the first office being located in Cathedral Yard. The strong growth of the business has necessitated several moves, the last one being in August 2010 with our current head office at No 1 Cathedral Court, which is located in the heart of Exeter’s professional community and just opposite the Southgate Hotel.

In September 2005 we acquired the assets of Derek Parry Ltd and in March 2010 showed CFM expand into Plymouth city centre when DMA Financial Planning Ltd became part of the CFM Group.

The original DMA team continue to look after their clients from their offices in the Crescent. CFM are the first firm of Chartered Financial Planners in Plymouth city centre.

In July 2010 we acquired the assets of Westminster Financial Management Ltd. Westminster’s former clients are looked after by the financial planning team in the Exeter Office.

A privately owned independent company, offering unbiased and professional financial advice.”

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