We were established in 1997 by Dave Marler, and have grown to be one of the largest and most respected independently owned financial advisors in Oxfordshire. Priding ourselves on client satisfaction. The company and its advisors are authorised and regulated by the Financial Services Authority. All our advisors are professionally qualified to give truly independent advice on any financial services issues.

Serviced Areas

  • Oxford

Contact Details

  Website
  City Bicester
  Postcode OX27 7SG
  Address Prospect House Baynards Green
  Phone Number 018 6934 5588

Products & Services

Retirement Planning

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.


Pensions

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.


Investment

Many of these products are tax efficient, but complicated. Understanding your investment options is essential before committing your funds.

As a client of ours you will receive quality independent financial advice, ensuring that your specific financial investment needs are addressed.

Customer Testimonials

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.


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.

Social Activity

Happy Birthday to our MD, Dave Marler, who turned 50 this week!
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February and March have been busy months for recruiting new staff. A big welcome to Kriss, Nadine, Jess and Louise. We are very excited to have you as part of our bigger Admin team.
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The CMS Staff Easter Egg Hunt begins! Good luck to all our staff, hope you find a good one!
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