bespoke retirement and investment advice

We are independent financial advisors based in Oxfordshire, working with clients throughout the UK. We provide quality financial advice by creating personalised solutions to meet our clients expectations.

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About us

We are part of a group of companies that provides independent financial advice to private individuals and businesses.

We deliver bespoke retirement planning, protection and investment advice to private individuals. Our additional company, CMS financial, provides advice to companies in relation to group pension schemes, employee benefits and corporate protection. CMS estate planning complements our existing business by providing advice on wills, inheritance tax planning and trust provision.

Client thoughts

I was first recommended to CMS Wealth by my longstanding company accountant and it couldn’t have been a better recommendation.

Bob Langton


To have someone sit down with you and explain in a concise manner has been a real godsend.

Colin Sanders


No matter when or what I asked for, David and CMS Wealth responded with full detail and without delay.

Peter Hill


I have found the staff very friendly and helpful. Our advisor even responds to queries and e-mails outside business hours!

Harsha Mortemore