C M I S Colebrooks

At CMIS, we are a firm of Independent Financial Advisers with a long history of providing expert advice to individuals and businesses. Established in 1988, we have a strong reputation for delivering high-quality financial planning and investment solutions that help our clients achieve their goals.

Our Chartered Status

We are proud to hold the prestigious title of Chartered Financial Planners, awarded by the Chartered Insurance Institute (CII). This designation confirms that we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. Our chartered status demonstrates our commitment to providing the best possible advice, service, and support to our clients.

Our Client Charter

We hold ourselves to a high standard of excellence and strive to deliver exceptional service to our clients. Our Client Charter outlines what we promise to do for you, how we will do it, and what we expect from you in return. Our charter is designed to ensure that we provide a consistent and high-quality service that meets your needs and expectations.

Our Offices

We have two offices, one in Rayleigh, Essex, and another in Stamford, Lincolnshire. Our directors, David Boone and Stephen Dean, are both qualified Chartered Financial Planners and have many years of experience in the financial services industry. They take personal responsibility for ensuring that you receive the best possible advice and service.

Services

We offer a wide range of services to help you achieve your financial goals. Whether you are looking to retire comfortably, invest for the future, or simply need guidance on managing your finances, we are here to help. Our services include:

• Pensions and Retirement Planning: We can help you plan for a secure retirement by providing expert advice on pensions, annuities, and retirement income solutions.
• Investments: We offer a full investment and portfolio planning service, helping you to grow your wealth and achieve your financial goals.
• Inheritance Tax Planning: We can help you minimize the tax implications of inheritance and ensure that your estate is passed on to your loved ones in the most tax-efficient way possible.
• Insurance and Protection: We can provide guidance on insurance products such as life insurance, critical illness cover, and income protection.

Free Consultation

We offer a free initial consultation to discuss your financial goals and provide you with expert advice. There is no obligation or fee for this consultation, and we will provide you with a personalized plan tailored to your needs.

By choosing CMIS, you can trust that you are receiving expert advice and guidance from qualified professionals who are committed to helping you achieve your financial goals.