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Clerical Medical Financial Services Ltd

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Clerical Medical Financial Services Ltd

Overview:

Clerical Medical is a leading provider of pensions and investments and one of the longest established in the country. Founded in 1824, we're a recognised and trusted brand with a proven history of providing financial advisers with an innovative range of retirement and financial planning solutions for their clients. We've always been dedicated to financial advisers, providing the products and services that their clients' investment needs. Our industry leading reputation for technical capability is well known and it has been demonstrated time and again over the last year.

Providing consistent, dependable service for both new and existing customers is important. That's why we've strengthened our sales team and service support. We've worked hard to build our online offering and we've won a 5 Star FT Adviser Online Award for the last two years running.

CMI Insurance Company Limited is our specialist offshore provider based on the Isle of Man. Established in 1987, CMI offers the benefit of over 20 years of offshore expertise and is highly regarded for a comprehensive range of tax planning solutions.

And we're now part of the Lloyds Banking Group, one of the biggest financial service providers in the UK – offering additional strength, security and safety. The group serves over 30 million people and one in three people bank with us. Our goal is to be the best financial service provider in the UK. Moreover, the scale of the combined group will help us to drive and deliver real value for our customers.

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