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.