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words from our clients

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 was first recommended to CMS Financial Management by my longstanding company accountant and it couldn’t have been a better recommendation. Dave Marler and his team 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 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 plan. I have no problem recommending them highly.

Mark Roberts, London

Personal pensions = minefield ! I’m sure I’m no different than anyone else in trying to undertstand the complexities of pensions and personal investment. “CMS” have taken that away from me, thankfully. I wouldnt hesitate in recommending the services the company offers and they have given me complete confidence in their recommendations. To have someone sit down with you and explain in a concise manner has been a real God-send and their advice has proved extremely beneficial to me.

Colin Sanders, Buckinghamshire

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

We have been advised by CMS Financial on our company pension for several years. They have helped us to move providers and manage our pensions administration. I have always found that CMS are very proactive in the advice they provide and their research and expertise has save me a lot of time and effort.

Richard Evans, Financial Director, Graydon UK Ltd, Middlesex

CMS Financial have worked in partnership with me for many years – both personally and professionally at Happy Child Limited – providing sound advice and offering solutions to our changing needs in the organisation. I would have no hesitation in recommending CMS Financial.

Tracey Storey, Managing Director, Happy Child Ltd, London

On both a personal and corporate basis CMS are very professional in their approach, taking into consideration both the staff and business needs when advising on pensions. I have found the staff very friendly and helpful. Our advisor even responds to queries and e-mails outside business hours!

Harsha Mortemore, HR Manager, Middlesex

We at AECS Ltd have used CMS Financial for our company pension arrangements for the last 3 years, during this time we have always found them to be professional, attentive and the advice we have been given has always been first class.

Peter Hunt, Director, AECS Ltd, Essex

Independent Financial Advisers

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


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


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


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



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



01869 345588