Trusted financial advice to help you take your next steps with confidence.
About you
No matter what stage of life you are at, our advisers can help you to find the answers to your questions so that you can move forward with confidence.
The service we have received from Peter and FMS over the years has been outstanding – responsive, professional, trustworthy, often going beyond the call of duty.
Our investments have done pretty well too!
I would and do recommend Peter and FMS to anyone looking for personalised and professional financial advice
I have no hesitation in recommending FMS Sevenoaks as a small and friendly firm of independent financial advisers who look after clients on a personal level. They give those clients the reassurance and knowledgeable financial advice that is sought in an ever-demanding and changing environment.
Graham has provided a structured and clearly set out retirement income strategy that enabled us to meet our objectives of gifting money to our children and also restructuring a retirement income more tax-efficiently. We both agree his advice has been first class based on his excellent knowledge of the financial markets.
As a customer with FMS for decades I've always been comfortable with the service they provide and confident about the advice they give me. It's been a long-term relationship - and that's what you need in a financial adviser.
Financial Management Services (FMS), and specifically Peter Collinson, have been advising us on our family finances for over 15 years. From the first telephone conversation, and subsequent meeting, my wife and I both felt that Peter was the sort of person we could work with. We have recommended FMS to friends and other family members. Anyone who has taken up their services has also been pleased with the results. I would highly recommend FMS to anyone looking for an independent financial adviser.
Pensions and tax are complex. when I contacted Graham, at FMS, after our initial discussion, which went into far more detail than any others I’d had, gave me confidence that they could help me achieve my requirements, and feeling I was left with a far clearer understanding of all my options. I left our first meeting with confidence that I had engaged with the right financial adviser. I am now planning for the future with Graham with confidence and have a lifetime plan in place.
Are all meetings held at your office or can you come to my home?
Meetings can be held at our spacious office in Sevenoaks or online using Microsoft Teams.
If you are unable to visit our office, we are happy to come to your home, office, or anywhere that is mutually convenient to speak to you.
Are you independent?
We are an independent financial planning firm. This means we can advise you on any products, providers, and policies that are on the market.
We strongly believe that being independent means we can provide you with the most helpful advice for you as we aren’t restricted to any specific providers or products.
Do I have to pay for an initial meeting?
An initial meeting is free of charge.
At the meeting, we will explain which services we recommend for you and how much we would charge for them. You are under no obligation to work with us after the initial meeting.
About us
Our friendly team brings a wealth of experience and technical knowledge to help you decide what’s right for you.
