C M I S

Independent Financial Adviser 83 High Street, Rayleigh, Essex, SS6 7EJ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
12th November 2018
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Buy to let
    • Commercial for individuals
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Long term care
Meet our advisers
adviser-person
David Boone FPFS
Partner
Accreditations
Chartered Financial Planner
adviser-person
Stephen Dean FPFS
Partner
Accreditations
Chartered Financial Planner
Where to find us

83 High Street, Rayleigh, Essex, SS6 7EJ

Contact us
About us

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

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

CMIS is Authorised and Regulated by The Financial Services Authority.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000

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