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  • group pensions
    flexible employee pension plans

Group pension plans allow employees to plan for the future.

Providing a scheme with choice, flexibility, competitive charges and regular advice ensures employees can maximise their income in later life. Whether it be market appraisals or beginning a new scheme, CMS can help you.

With new Government legislation coming into force shortly, make sure your business is not left behind.

We specialise in providing retirement solutions for companies to benefit their employees.

Independent Financial Advisors

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

Years of Experience

Established in 1966 in the city of London, we have years of experience of the markets in all conditions

We have been advised by CMS Financial on our company pension for several years. They have helped us to move providers and manage our pensions administration. I have always found that CMS are very proactive in the advice they provide and their research and expertise has save me a lot of time and effort.

Richard Evans, Financial Director, Graydon UK Ltd.

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

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.

Mark Roberts



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



01869 345588