CMG Advisers

Restricted - Whole of Market  110, Heron Tower, London, EC2N 4AD
First meeting at adviser's own cost
I work with clients to establish what is most important to them in terms of their financial and lifestyle goals, taking the time to comprehensively understand my clients needs. I deeply care about the service I provide and value long term relationships.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Miss Kerry Hardie
About us

At CMG, our belief is that your major financial decisions need to be integrated with your lifestyle, plans, goals and aspirations so that you are well positioned to achieve them. We believe our clients benefit from our professional and holistic approach to taking care of their financial needs.

Our services

We are a team of professional and qualified practitioners with extensive experience, united by a shared belief in:

Providing a service that is founded on a genuine understanding of client needs.

Ensuring that our clients benefit from our personalised approach.

Building our business by developing long term relationships with clients.

Always recommending the most appropriate financial plan for individuals and their business (if relevant).

Staying in regular contact with our clients to ensure their financial plan remains appropriate to their changing circumstances and needs.

Where to find us
Head office address: 110, Heron Tower, London, EC2N 4AD
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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