ABOUT US
ABOUT OUR COMPANY
David and Stephen met whilst working for a previous employer when they realised that their work ethic and financial philosophy were very much aligned. With that in mind they launched their own financial practice and are still going strong over 30 years later. CMIS has offices in Rayleigh, Essex where David is based and in Stamford in Lincolnshire where Stephen is based.
CMIS was awarded the prestigious title of “Chartered Financial Planners” in January 2008 following both individuals gaining Chartered Financial Planner status in 2007. This demonstrates that CMIS satisfied rigorous criteria relating to stringent personal qualifications and ethical good practice. Whilst achieving various other qualifications in finance specific areas, David and Stephen became Fellows of the Personal Finance Society in 2011.
David and Stephens’ business focus is primarily to meet clients ongoing aspirations whilst covering off the basic needs and the desirable wants, allowing clients to live the best lives that they can. They are passionate about empowering individuals to embrace their own financial plans and goals and being in control of their own destiny whilst on a life-long financial journey.
In order to meet these objectives the business develops long-term partnerships with clients, understanding their priorities and passions. These relationships are nurtured over time with a long-term approach to financial planning, this is a mutual journey not just a quick-fix solution. Whilst delivering their client’s requirements, David and Stephen and the whole CMIS team take pride in seeking ethically sound and socially conscious investing solutions ensuring that the financial futures of clients and their families sit comfortably in the sustainably developing investing arena.
CMIS also believe in giving back to the local communities and engage in various charities where they can, to make even a small difference is important to them.
In conclusion, CMIS is wholly committed to providing the best possible advice, service and holistic support, creating inter-generational wealth management solutions and family protection moulded to personal circumstances and constantly changing scenarios, delivering exemplary service with integrity.
OUR PERFECT TEAM
David Boone FPFS
Director & Chartered Financial Planner
Stephen Dean FPFS
Director & Chartered Financial Planner
Tracy Stone
Financial Planner Support
Maxine Saltmarsh
Financial Planner Support
Kirsty Robertson
Financial Planner Support
WE’RE WITH YOU EVERY STEP OF THE WAY
It’s our goal to help you build you a financially secure future.
30+
YEARS OF FINANCIAL EXPERTISE
We’re financial advisers with a difference.
With over 30 years of experience, our role is to provide you and your family with the financial confidence to live life however you want to, now and in the future.
We help to create the financial confidence, you create the memories.
OUR FINANCIAL ADVICE SERVICES
Financial Planning
Inheritance Tax
Retirement Planning
Protection Planning
Investment Planning
Mortgage Planning
START YOUR JOURNEY WITH US TODAY
We understand that financial planning can be complex, if not daunting. Our goal, together with you, is to help guide you to a secure financial future, allowing you to confidently enjoy today, and tomorrow.
WHAT OUR CUSTOMERS ARE SAYING
Happy clients are the bedrock of any business and ours is no exception.