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 Services 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.