recommended
We are Chartered Wealth Managers providing comprehensive financial planning and investment advice to both businesses and private individuals. We offer a free initial consultation where we can get to know one another and see how we can best help you achieve you financial goals.
Sally Porter — Pensions and investments were successfully combined, and the investment return has been excellent. The inheritance planning
Landmark IFA have built their success and reputation in providing a comprehensive, professional service offering impartial advice and excellent service to both private and corporate clients. The meetings are open and above all, confidential and all first meetings are conducted on a free, no obligation service. Our advisers advise on a large variety of products including retirement planning, investments
Jeffrey T. — I have discussed my financial planning with Philip on many occasions and have found him to be very professional, knowledgeable
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.