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- Opened up new office in Castle Cary
- Bestof Yeovil Mortgage Advice (Winner)
- Bestof Somerset Mortgage Advice (Winner)
- Opened up new office in Sherborne
- October Louise Hill joined the team to support with the increase in administration
- 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
- Eddie Cullen joined the team
- Moved into first office in Bruton
- Pete Botham joined as an advisor
- Founded November 2017
- Cullen Financial services founded by Jamie Cullen, working from home in Bruton.
