Enjoy the peace of mind that good advice brings

You may be considering a new investment or you may be looking for financial advice on an existing investment. This section is designed to help you find a financial adviser and get the most out of your first meeting.

What is a financial adviser?
What to expect from your first meeting with a financial adviser
Five questions to ask a financial adviser
Please see our ‘Glossary’ section if you are unsure about any financial terminology
Brief overview of how financial advisers are regulated
Choosing an adviser

Please see our legal and privacy statements.
Issued by: CMI Insurance Company Limited Clerical Medical House, Victoria Road, Douglas, Isle of Man IM99 1LT, British Isles, Registered in the Isle of Man, Registered No. 33520. CMI Fund Managers (IOM) Limited Clerical Medical House, Victoria Road, Douglas, Isle of Man IM99 1LT, British Isles, Registered in the Isle of Man, Registered No. 40572. Telephone: +44 (0)1624 638888. Fax: +44 (0)1624 625900. CMI Fund Managers (IOM) Limited is licensed by the Financial Supervision Commission of the Isle of Man. Approved by Clerical Medical Financial Services Limited, 33 Old Broad Street, London EC2N 1HZ, United Kingdom. Registered No. 2114901. Clerical Medical Financial Services Limited is authorised and regulated by the Financial Services Authority for the protection of investors, whose rules and regulations are made under the Financial Services and Markets Act 2000 and apply only to investment business. ©Copyright CMI Insurance Company Limited 2008.