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
Mark Roberts — CMS Financial Services have always provided a professional service and made sure I was aware of any ‘Hidden Extras’.
Ensuring that you save enough to enjoy a prosperous retirement, and then making sure you don't run out of money in retirement requires committment, sound planning and expert advice. Looking for a way to ensure your ethical concerns are reflected in your investment portfolio? Our ethical investment screening service provides the solution.