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  • Employee Protection Benefits
    income protection and other employee insurances

Providing your staff with the comfort they are protected in all eventualities allows them to concentrate on their job.

Death in Service provides staff with the comfort of knowing their loved ones will be cared for in the event of their death, with a tax free lump sum. It is a tax efficient and low cost benefit that ranks highly in importance for employees.

Income Protection allows your staff to know that should they be unable to continue to work due to illness, they will still receive a regular income based on a percentage of their salary. This is often vital to families to ensure they can continue in a normal manner and concentrate on regaining their health to return to work.

CMS can help tailor competitive policies that suits your requirements, with premiums that are sustainable long into the future.

Independent Financial Advisors

At CMS we appreciate every client is different. We understand the basic objective relating to any corporate advice is staff satisfaction and understanding. We have clients spread throughout the UK, with businesses ranging in size from 5 to 500 employees.

Bespoke

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

Independent

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, we have years of experience of the markets in all conditions

I have used the services of CMS 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 first met with David in respect of my personal pension arrangements. I was quite pleasantly surprised at the interest he took in myself as an individual, and over the subsequent years he has been extremely pro-active in proposing changes to both my investment policy and my contribution strategy with a view to maximising my fund in readiness for retirement. No matter when or what I asked for, he and his organisation responded with full detail and without delay. In conclusion and in these troubled times, especially in the financial world, I would not hesitate to recommend David and his capable and competent team for your pension requirements.

Peter Hill
Oxford

CMS Financial Services 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

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

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01869 345588