CFPML is a highly respected and experienced firm of independent financial advisers and our business is proud to be holding the coveted Chartered Financial Planners status. Our origins date back to 1966, when the firm known as Campbell Fisk & Partners was established. Since 2011 we have been independently owned and managed as CFPML by Chartered Financial Planners & Fellows of the Personal Finance Society, Toni Fox-Bryant and David Price. With a combined total of over 70 years’ industry experience and supported by qualified staff and secure market leading systems we are here to provide real answers to meet your long term aspirations.

We provide financial planning and wealth management for a range of clients, including private individuals, families, professionals and charities.

Prosperity Wealth was established in order to help our clients build and retain wealth, in all locations across the UK. Our aim is to provide clients with independent financial advice that’s tailored to your needs.

Valuefy is a premier investment technology company serving the leading financial institutions in India and across the world. Valuefy company focuses on clients such as asset and fund managers, wealth managers, and private banks, providing them with a digital platform that features accounting, consolidated reporting, CRM, portfolio and risk management, and other solutions including executing performance analytics, benchmarking complex model portfolios, comparing advisors, and managing rule-based investment mandates.