27th November 2010

Congratulations to Mark Cudmore and his wife Leigh Ann on the birth of their daughter Keira-Anne. We wish them all the very best for the future.

November 2010

Congratulations to Ed Holbrook, our trainee paraplanner, who has just passed the Financial Protection examination which is part of the Diploma in Regulated Financial Planning.

2nd August 2010

We are pleased to welcome two new members of staff at our Exeter office. Ed Holbrook has joined us as a trainee paraplanner and Shane Bennett as a research assistant. Their arrival stregthens the support that we are able to provide to our advisers and clients.

August 2010

Congratulations to Client Liaison Assistant Hayley Richards who has passed the CF5 (Integrated Financial Planning) examination and is now fully qualified with the Certificate in Financial Planning.

29th July 2010

We are pleased to announce that on the 6th August we will be moving our Exeter head office to No. 1 Cathedral Court, Southernhay East, Exeter. For those of you that know Exeter well the building was previously known as Cecil Boyall House which is adjacent to the imposing Dean Clarke House and immediatly opposite the Mercure Southgate Hotel. Our telephone number remains the same.
We look forward to greeting you at our new office soon.

14th July 2010

We are pleased to announce that we have acquired the client bank of Exeter based Westminster Financial Management Ltd. Craig Muldoon, the Managing Director of Westminster, will be working closely with the team at CFM to ensure that all clients are introduced to their new financial planner over the next three months.

1st July 2010

Following a merger with DMA Financial Planning Ltd in Plymouth the Plymouth office will be re-branded to Cathedral Financial Management. David and Kate Mayo will continue to look after their clients supported by the existing team. Following Tim Ames appointment to the board we have now obtained Chartered Status for the Plymouth office. The Plymouth office will continue to be based at the existing office.

16th June 2010

CFM's quiz team were narrowly pipped at the post by the 'home' team in a charity quiz organised by Kitsons solicitors. The two teams finished with exactly the same score which meant a tie break question was required. Kitsons' team correctly guessed the age of Tutankhamun when he died (19 years old).
With a 3rd and a 2nd place in their last two quizzes, CFM are determined to finish on top in the next contest.

May 2010

CFM's staff proved they know about more than just finance when our team finished a very creditable 4th out of 46 teams in Exeter’s ‘Really Big Quiz’. This annual event, organised by accountants Simpkins Edwards, raises thousands of pounds each year for local charities. This year’s beneficiaries are the Lord Mayor’s charity Dream-A-Way.
This latest CFM performance almost matched that of an earlier year when the team finished 3rd out of 50 teams.

January 2010

Cathedral Financial Management are joint winners of the Citywire New Model Adviser Award in the South West region. Cathedral won the award after a year of change for the business. Tim Ames, director of the Exeter and Devon-based firm, said, 'The biggest development that we made during the year was to move the business from an advisory business to a discretionary business, that's gone especially well. We worked closely with our partners at Seven Investment Management and during what's been a difficult year, that has enabled us to build our client proposition during the year.'