Directors face a constant dilemma on how to reward themselves for success but mitigate taxation.
Significant taxation savings can be achieved with prudent tax planning and with pensions being one of the most tax efficient investments available today, they play a major part in planning for the future.
We can provide a bespoke retirement plan that meets the needs of both you, and your business. Let CMS show you how.
At CMS we appreciate every client is different. We understand the basic objective relating to any corporate advice is staff satisfaction and understanding. We have clients spread throughout the UK, with businesses ranging in size from 5 to 500 employees.
We can create a bespoke financial plan for your business's 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
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.
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 plan.
I have no problem recommending them highly.
CMS Financial Management Ltd.
Prospect House, Baynards Green
Bicester, Oxfordshire OX27 7SG