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  • remuneration
    the client journey
Financial advisor

All first meetings are at our cost. This allows us to establish our working relationship and find out if and how we can help you with our services. Our services for recommendation and implementation of a product are charged by fee. We are happy to discuss and answer any queries you may have.

Each client is different and has different preferences; therefore should you wish to obtain more details regarding our remuneration then please contact us, we would be happy to talk to you.

We will not charge you until we have agreed with you how we are to be paid. We will always tell you how much the commission/charges will be before you complete any transaction.

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

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 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