About Us
C&IS is a financial services company offering products and services from the whole of the market place.
We aim to provide flexible financial solutions that match existing lifestyle goals and can mature and change without penalty as these targets also change and grow. We consider all our clients to be unique and as such we deliver financial solutions solely created to match the specific needs of our clients.
Our Whole of Market status means we are tied to no company and can always present the very best solutions to our clients.
We believe we work harder than most companies to understand our clients' needs and endeavour to respond in plain English.
Our Services
Whatever your circumstances most of us share certain goals among which are to make our money work harder, to secure a comfortable retirement and to minimise the tax burden when passing assets to the next generation. At C&IS we work with our clients to achieve these aims. C&IS was specifically set up to provide our clients with an ongoing service in three main areas of financial planning, Retirement Solutions, Investment Planning Solutions and Inheritance Tax Solutions.
Each proposition will be tailored to meet your individual needs and will be flexible enough to meet your changing circumstances. Our directors have collectively over 40 years experience in providing bespoke solutions in these areas and being able to give clients a clear understanding of their financial future and therefore peace of mind.