Why choose us?
Longevity and continuity
We’ve been supporting clients with their finances for more than 35 years and most of our team has been here from the beginning.
So, you can rely on our advisers to support you for the long term. You’re not just a number, our whole team will get to know you.
An independent firm
As an independent firm, we do all of our work in-house and aren’t tied to any specific providers.
This means that any investments or products that we recommend to you are based on our own thorough research and your best interests.
Strong relationships with you and your loved ones
Trust is a key ingredient in all of the work we do for you.
Many of our advisers work with their clients’ children and grandchildren too, becoming a trusted guide not just for today but for the future too.
The highest standards of technical expertise
As well as building strong relationships with our clients, we offer the very highest standards in financial planning expertise.
We study the financial markets and continually update our knowledge of industry best practice. This means you can feel confident that you’re receiving the most relevant advice and recommendations.
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.
