Our first office was in Cathedral Yard, but in October 2000 we moved to Balliol House in Southernhay East. More recently we have moved to our new 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 opened our Sidmouth Office which is based at the same premises that Derek Parry Ltd has traded from for the last 32 years.

March 2010 showed CFM expand into Plymouth city centre when DMA Financial Planning Ltd became part of the CFM Group. The original DMA team will 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.

We are a privately owned independent company, offering unbiased and professional financial advice. Being independent we have no association with any fund manager or product provider. According to clients' requirements we research the market to source and locate the right solution.