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cms financial management

INDEPENDENT FINANCIAL ADVISORS
INVESTMENTS PENSIONS PROTECTION EMPLOYEE BENEFITS CORPORATE PROTECTION
CMS Financial Management
Independent Financial Advisors

Bespoke Financial Advice

CMS Financial Management was established in 1966 in the city of London. Today we provide financial advice for clients spread throughout
London and the South of England with our head office in Oxfordshire.

We value the goodwill of our client base and our substantial growth in recent years is largely due to personal referral. We are fully indepedent financial advisers, allowing us the freedom to advise on the entire market place - and directly authorised by the Financial Conduct Authority.

PERSONAL FINANCIAL ADVICE
From our oxfordshire base, work undertaken is treated with the utmost
confidentiality and we are experienced in dealing with
life changing circumstances.
We realise being able to give independent financial advice is important to our clients, it enables us to research all possible avenues available and give best advice.
We can assist in all areas of financial planning.
CORPORATE FINANCIAL ADVICE
We believe there is a fundamental difference between private and corporate advice, therefore we have a specialist corporate consultancy to specialise in this area.
We understand the basic objective relating to any corporate advice is staff satisfaction and understanding.
We appreciate providing time and considerations to each and every employer will help to attract and retain top quality staff.

We have clients spread throughout the UK with businesses ranging in size from 5 to 500 employees.

independent financial advisors

At CMS we appreciate every client is different.
We will design a bespoke, tax effective retirement plan tailored to your personal risk profile.

bespoke advice

We can create a bespoke financial plan for your future, designed to provide exactly what you require

independent advice

Dealing with all providers we are able to offer the best value package designed just for your needs

regulated

Directly authorised and regulated by the Financial Conduct Authority

years of experience

Established in 1966 in the city of London and now based in Oxfordshire, we have years of financial advice experience of the markets in all conditions

I have used the services of CMS independent financial advisors for many years now and trust them impeccably with decisions they have made with my personal pension plans. They explain everything in layman terms making the pension world easier and more logical to understand. A friendly and highly recommended service that I am happy to refer to my friends.

Andy Crisp
Oxfordshire

I was first recommended for financial advice to CMS Financial Management by my longstanding company accountant and it couldn’t have been a better recommendation. Dave Marler and his team in Oxfordshire have been exceptionally helpful if assisting with my financial planning and that of my wife. They have provided a service above our expectations and have delivered for us what was said on the tin. I continue to have great confidence in the regular advice that we receive.

Bob Langton
Northamptonshire

CMS independent financial advisers have always provided a professional service and made sure I was aware of any ‘Hidden Extras’. They consolidated my pensions and managed to wind up a quite complex old pension pension plan.
I have no problem recommending them highly.

Mark Roberts
London

CONTACT US

FIND US

CMS Financial Management Ltd.
Prospect House, Baynards Green,
Bicester, Oxfordshire OX27 7SG

EMAIL US

CALL US

01869 345588