This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
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.
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.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.