0330 038 8942
Based in Rayleigh
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2023
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 29 April 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
David has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 24 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
13
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
13 qualification certificates available to view
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
David has not yet added their fees to their profile
Fees not yet added
David has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 29 April 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
David has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 24 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
13
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
13 qualification certificates available to view
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
David has not yet added their fees to their profile
Fees not yet added
David has not yet added their fees to their profile
At CMIS we believe that professional financial advice adds significant value to individuals and businesses. The more we understand you, what you want and what you believe, the better we can advise you. Your opinions count as much as your personal circumstances in determining the best solution to your needs. As your partner in building wealth and security, we focus on ways that help you and your family live the life that you want to live.
Offers available through VouchedFor
Contact David through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About David's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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