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.

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Our Chartered Status Report

We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry's gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria in terms of retaining highly-qualified staff who subscribe to the membership conditions of the CII.

Our Client Charter Report

It also indicates what we, in turn, expect from our clients to enable us to meet our commitments to you. CMIS Independent Financial Advisers Limited is Authorised and Regulated by the Financial Conduct Authority.

Enquiries Report

A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation. You voluntarily choose to provide your personal details via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998.

Auto Enrolment Report

The Pensions Regulator has published over 250 pages of notes to help employers comply with their new responsibilities, which in essesnce breaks down into 33 new pension responsibilities for each employer! There are a number of different communications you need to send to different categories of worker at different points in time.

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