CMS Financial Management - Independent financial advisers for private and corporate clients.
CMS Financial Management was established in 1966 in the city of London. Today we have clients spread throughout London, and the South of England with our head office in Oxfordshire.
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.
Directly authorised by the Financial Conduct Authority, we carry ultimate responsibility for all advice given. We can assist in all areas of financial planning.
We value the goodwill of our client base and our substantial growth in recent years is largely due to personal referral. The maintenance of these referrals is a significant part of our future business plan.
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
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.
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.
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.
CMS Financial Management Ltd.
Prospect House, Baynards Green
Bicester, Oxfordshire OX27 7SG