Cmis Chartered Financial Advisers

We are a firm of Chartered Financial Planners with offices in Stamford Lincolnshire & Rayleigh Essex.
We aim to help business owners and individuals achieve a work optional lifestyle.

CMIS is a Chartered Financial Planning firm established in 1988 by David Boone and Stephen Dean. We have offices in Rayleigh, Essex run by David and Stamford, Lincolnshire run by Stephen.

CMIS has grown steadily over the years by client recommendations and professional referrals yet we remain small enough to provide an individual and highly personalised service.

We treat everyone as individuals.

We take time to listen to you and ask challenging questions to determine your values, aspirations, hope and dreams.

We work with you to build, manage, and protect your Wealth.