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  • protection
    insurance services for loss of income

We all wish to maintain good health throughout our lives, particularly when others may be financially dependent upon us.

Provision against loss of income and ability to repay debt is available in the event of death, serious illness or accident.

Personal, family and business protection programmes help aid clients in making the correct decisions to protect their interests.

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 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

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

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

CONTACT US

FIND US

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

EMAIL US

CALL US

01869 345588