About Us...

CMIS is a firm of Independent Financial Advisers  which was established in 1988 with offices in Rayleigh, Essex and Stamford, Lincolnshire.

CMIS was awarded the prestigious title of "Chartered Financial Planners" in 2008. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK's leading firms that is wholly committed to providing you with the best possible advice, service and support. [read more].

We have been providing advice to both individuals and companies on all aspects of financial planning for over 20 years, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.

Our goal is to make your personal and business life more secure.

Today, more than ever before, we all need to carefully consider how best to protect our achievements and provide for the future.

We have been advising clients for many years and this has given us vast experience in financial planning, experience that enables us to quickly understand and evaluate your needs and to deliver creative, effective solutions.

In a world of constant change we provide stability, security and peace of mind.

You can trust CMIS to protect your family,your business and your future

Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner.

The FCA do not regulate all forms of Inheritance Tax Planning


CMIS is Authorised and Regulated by The Financial Conduct Authority

Free Consultation

You can have a free initial consultation. There's no fee, no catch and no obligation on your part.