Our mission is to source great products and strategies that help our clients reach their financial goals. CL has a set of six core values that guide us in everything we do. We use these core values to formulate our strategy and direct our business decisions, and we expect every employee to embrace and embody these values throughout the course of business every day.
Our highly-qualified team pride themselves in providing reliable financial advice on areas such as Retirement Planning, Business Protection, Inheritance Tax Planning, and individual and group Pension schemes.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.