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Welcome to CMIS
Who are we?
Based in Rayleigh in Essex and Stamford in Liconshire, we are a firm of Independant Financial Advisors and Chartered Financial Planners. We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).
To become a Chartered Financial Planner, individuals have to complete a suite of qualifications equivalent to the level of bachelor degree (BA, BSc). All Chartered Financial Planners have the highest ethical standards as we are obliged to comply with the Society's Code of Ethics and Conduct.
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.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct.
When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.
Only the UK's premier financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please click here contact us.
Contact us
For more information please contact 0845 263 3274 or visit our main website at http://www.cmisifa.co.uk/.
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