Independent Financial Adviser 34 Broad Street, Stamford, Lincs, PE9 1PJ
First meeting at adviser's own cost
Response rating
FCA verified
18th March 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Corporate pension
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Long term care
Meet our advisers
Stephen Dean FPFS
Chartered Financial Planner
Where to find us

34 Broad Street, Stamford, Lincs, PE9 1PJ

Contact us
About us

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 your needs and to deliver creative, effective solutions.

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

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

CMIS is Authorised and Regulated by The Financial Services Authority.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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