Cms Financial Management Ltd

Independent Financial Adviser  Prospect House, Oxfordshire, OX27 7SG
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FCA authorised
Last authorised 20th September 2021
At CMS we appreciate every client is different and therefore how we work depends on your personal needs and circumstances.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR David Carter
Director
MR David Marler
Managing Director
About us

CMS Financial Management was established in 1966 in the city of London. Today we have clients spread throughout London, and the South of England with our head office in Oxfordshire.

Work undertaken is treated with the utmost confidentiality and we are experienced in dealing with life changing circumstances. We realise being able to give independent financial advice is important to our clients, it enables us to research all possible avenues available and give best advice. Directly authorised by the Financial Conduct Authority, we carry ultimate responsibility for all advice given. We can assist in all areas of financial planning.

We value the goodwill of our client base and our substantial growth in recent years is largely due to personal referral. The maintenance of these referrals is a significant part of our future business plan.

Our services

Will you be able to afford the quality of life that you dream of and for which you have worked hard for?

Pension planning can be a minefield of options, which although designed to achieve the same basic aim, can be completely different. Add to this the ever changing rules and regulations imposed by the government and you could be heading for a poor retirement. Too many of us decide it is all too much and nothing.

Why not discuss your requirements and options with our pension specialists.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Prospect House, Baynards Green, Bicester, Oxfordshire, OX27 7SG

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