CMIS Independent Financial Advisors Limited
aka CMIS Independent Financial Advisors Limited
Authorised
FRN 826849
About
At Moore Kingston Smith, we create lasting success by delivering quality accountancy and business advisory services.
Source: cmisifa.co.ukContact & Location
Address
Rayleigh Lanes Indoor Market, 83 High St, Rayleigh SS6 7EJ, UKMore advisers in RochfordRegulated Services
Peer-to-Peer Investment Advice
Pension Transfer Advice
Pension Advice
Credit Broking
Mortgage Arrangement
Mortgage Advice
Investment Advice
Regulatory Information
- FRN
- 826849
- Status
- Authorised
- Date Authorised
- 3 June 2019
- Years Authorised
- 6 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (20)
Show all permissionsHide permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Acting as a CBTL Arranger
- ✓Acting as a CBTL Advisor
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Making arrangements with a view to a home reversion plan
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Arranging (bringing about) a home reversion plan
- ✓Advising on regulated mortgage contracts
- ✓Advising on a home reversion plan
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 11677393
- Company Status
- Active
- Incorporation Date
- 14 November 2018
- Directors
- 3
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 70221
Team (5)
David William Boone
ApprovedCertifiedStephen Robert Dean
ApprovedCertifiedDavid Anthony Painter
ApprovedCertifiedHayley Ann Jarvis
CertifiedWilliam Crocker
Certified
Quick Facts
- Rayleigh, East of England
- 6 years FCA-authorised
- 7 registered individuals
- 5 specialisms
- 20 FCA permissions
- CH 11677393
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.