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  • at retirement
    bespoke, tax efficient retirement planning

Retirement represents a major change in lifestyle which should give you a major new asset… time.

Retirement planning is no longer a matter of just cashing your pension in for an annuity. In recent times, more complicated options have become available which are confusing for the uninitiated, yet could bring significantly greater returns.

Let us get the best value from your hard earned retirement funds, with a planning and monitoring program designed to your specific requirements. We will design a bespoke, tax effective retirement plan tailored to your personal risk profile.

Independent Financial Advisers

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

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

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

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 pension plan.
I have no problem recommending them highly.

Mark Roberts
London

CONTACT US

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

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01869 345588