Founded November 2017 – started in Bruton with Jamie working from home
January 2020 – moved into Office in Bruton
2020 Pete Botham joined as an advisor
2021 – Eddie Cullen joined the team
2023 – Morgan’s mortgages merged into CFS. Andy Morgan and Tim Rees joined the team
Opened up offices in Weston Super-Mare
Opened up new offices in Wincanton & Bruton
October 2024 – brought in Louise Hill to support with the increase in administration
2025 Opened up new office in Sherborne
2026 up new office in Castle Cary
2026 – Bestof Yeovil Mortgage Advice (Winner)
2026 – Bestof Somerset Mortgage Advice (Winner)