Legislation continues to introduce new investment vehicles to encourage savings.
Many of these products are tax efficient, but complicated. Understanding your investment options is essential before committing your funds.
As a client of ours you will receive quality independent financial advice, ensuring that your specific financial investment needs are addressed.
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.
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.
CMS Financial Management Ltd.
Prospect House, Baynards Green
Bicester, Oxfordshire OX27 7SG