Client thoughts
We believe that there are no better people than our clients to explain the benefits they get from working with us.
Kriss takes the trouble to go the extra mile with his advice. We regard him almost as part of our family. Excellent communication. He gives us a five-star service. The service of CMS, who we have used for many years is exceptional.
I was first introduced to CMS several years ago when I was looking at options for my retirement planning. CMS provided great advice, clearly set out the options plus the risks and benefits of each solution, to achieve my goal of early retirement. I was impressed by CMS and decided to become a client. I have regular updates with CMS, checking on fund performance, my risk appetite, any changes in personal circumstances and agreeing plans for the immediate future. I can easily contact CMS to make adjustments or ad hoc drawdowns as an when required. I’ve been so impressed with the service that I have recommended CMS to friends, some of whom have since signed up with CMS.
I was introduced to CMS in late 2016 by a former colleague as I wanted to get some pension advice. The team set out the options for me in a logical and constructive way ensuring I fully understood the benefits and drawbacks with my retirement options. This was backed up by a clearly documented proposition that I was able to review at my leisure before making my decision. In the end, armed with the information and advice from CMS, I decided to proceed with the advice. Over time I have built a fantastic relationship with CMS, they understand my financial needs and shape their financial advice and guidance to meet the criteria we’ve agreed whilst offering reasoned alternative strategies to consider as external conditions and personal circumstances change. I really cannot recommend their services highly enough.