CFM News 2009
17th November 2009
Claire Mann has passed the CF5 (Integrated Financial Planning) examination and is now fully qualified with the Certificate in Financial Planning.
July 2009
Director, Emma Ames celebrated her 40th birthday this month. Family and friends attended a party and in lieu of gifts, Emma requested donations for Devon Air Ambulance. Emma is delighted to confirm that a sum of £400 has been raised. Emma would like to pass on her thanks to all for their generosity and thanks to everyone who helped her enjoy this special occasion.
January 2009
Tim Ames, Cathedral Financial Management Limited Director, has been appointed as the South West Regional Branch Chairman of the Institute of Financial Planning. Tim will serve a two year term as the Regional Chairman.
