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Financial advisor

Some financial advisors are restricted with regard to the product and product providers that they can recommend and some independent advisors have their advice restricted to approved short lists of providers.

We have freedom to advise on the entire market place.

Our internal compliance department is responsible for all compliance at CMS. We are committed to ensuring that we treat our clients fairly and that we are truly independent in our choice of product and provider from the whole market. Your financial details will be recorded, including objectives and attitude to risk, in order that you are provided with advice which is suitable to your circumstances and needs.

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

We can create a bespoke financial plan for your 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 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 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