CATHEDRAL FINANCIAL MANAGEMENT NAMED IN TOP 100

EXETER INDEPENDENT FINANCIAL ADVISERS IN TOP 100 OF NEW NATIONAL INDUSTRY PUBLICATION

Exeter-based Tim Ames and co-director Emma Ames of Cathedral Financial Management (CFM) − Independent Financial Advisers & Chartered Financial Planners, have each been selected as one of the top 100 new model advisers in a prestigious new trade award.  Citywire compiled a selection of advisers who represent the ‘New Model Adviser^® Top 100’ in a new publication on the 17th September, 2012.

Established in 1993 and operating from three offices in Exeter, Sidmouth and Plymouth with a turnover of £1.8 m and looking after client assets totalling £250m, CFM is no stranger to national awards.  The firm previously won the Citywire’s South West ‘New Model Adviser^® of the Year’ award for 2008 and 2010 and shortlisted for 2011 −the only advisors based in Exeter to have achieved this industry recognition.

Tim Ames, Director CFM / Debra Searle MBE / Emma Ames, Director CFM / David Ingram, Three Sixty Consultating

Tim Ames was one of the first 10 advisers to be profiled by New Model Adviser^®.  Both chartered and certified, he served as the south west regional branch chair of the IFP (The Institute of Financial Planning) between 2008 and 2010.

Tim Ames Director − CFM says: “Emma and I are proud and delighted to have received this esteemed accolade and recognition as leaders in our profession.  To be in the Top 100 with over 20,000 true IFA’s in the UK is a wonderful achievement and our success is based on the quality of the service we give to our valued clients backed up by our robust systems.”

The New Model Adviser^® Top 100 was launched to select the movers and shakers in the industry and highlight some of the leading lights in the community and the contribution they have made to the profession, together with their plans to drive it forward.

“Our Top 100 represents not just the very best in the profession, but those at the vanguard of innovation using new model principles” says Natalie Fast − New Model Adviser^®‘s audience development manager.

www.cfmltd.co.uk