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. David Carter 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.
After a friend introduced me to CMS and we had an initial conversation, I realised I could do so much more with the pension benefits that I had accrued. After a few months of discussions where my questions were answered and concerns addressed, I realised how much more my retirement plans could work for me and took the plunge to move my money across to CMS Wealth.
There was no hard sell, no pressure, just good, honest advice. CMS were happy to spend as much time explaining things to me as I needed as he knew this was a huge decision for me and it had to be right.
We have regular meetings to discuss the performance of the portfolio and if my needs and approach to risk have changed. If I have any questions at any time, however small, I know I can reach out to my advisor and the team. It was definitely the right move for me, giving me more flexibility and control over my pension. I have complete trust in the team and have not had any hesitation recommending them to friends.
I was first recommended to CMS Wealth by my longstanding company accountant and it couldn’t have been a better recommendation.
To have someone sit down with you and explain in a concise manner has been a real godsend.
No matter when or what I asked for, David and CMS Wealth responded with full detail and without delay.
I have found the staff very friendly and helpful. Our advisor even responds to queries and e-mails outside business hours!