independent advice for individuals
cms wealth provides independent financial advice to private individuals. From retirement planning to tax-efficient investment solutions, we’ll create a bespoke plan that addresses all your needs.
bespoke solutions
Our team of experienced financial advisors start by understanding your current challenges and future aspirations. When they have a complete understanding of your situation, they will develop a bespoke financial plan specifically for you.
Where that plan requires the use of financial products, our independent status allows us to search the whole of the market products which match your requirements exactly.
retirement planning
If now’s the time for you to take your retirement planning seriously, we’re here to help. We’ll understand what you want to achieve during your retirement then build a plan to ensure it becomes a reality.
investment planning
It isn’t easy to invest your wealth successfully and tax-efficiently. We’re here to help though. We’ll use our experience and knowledge to create a bespoke plan to help you achieve both those aims.
inheritance tax planning
Reducing the amount of inheritance tax paid when you die can be complex and takes careful planning. Our advisors will take time to understand your circumstances and then create a bespoke plan to achieve your aims.
advice at retirement
Retirement has changed over recent years. Many people want more flexibility while pension freedoms offer threats and opportunities. If you’re moving from work to retirement, we’ll create a bespoke plan just for you.
experienced, knowledgeable, and independent
Our clients know they’re in safe hands.
Our team of independent financial advisors will always start by understanding your current challenges and future aspirations. Then, they will use their knowledge and experience to create a bespoke financial plan specifically for you.
If that plan requires financial products, we’ll use our independence to select the right option for your needs.
We also know that things change, so we’ll regularly review your plan to ensure your stay on track to achieving your aims.
