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01228 882 880

Wealth Preservation

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of...

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Pensions

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...

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Savings & Investments

When someone talks about savings and saving money, it could be referring to a piggy bank or a high interest deposit account.

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Welcome to CMD Financial Solutions Ltd, Financial Advisers in Carlisle, Cumbria

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01228 882 880 or complete our short enquiry form and we'll be pleased to help you.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Other Areas Of Expertise

    • Wealth Management

      Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks. 

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    • Mortgages

      Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should seek mortgage advice which is individually tailored ...

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    • Life Assurance

      The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you.

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    • Savings & Investments

      When someone talks about savings and saving money, it could be referring to a piggy bank or a high interest deposit account. Savings are effectively cash or cash instruments ...

      Read more
    • Retirement Planning

      When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed ...

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    • Financial Planning

      Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions ...

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    • Taxation

      Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die. Taxation can be very complicated and the rules, reliefs and allowances ...

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    • Health Insurance

      Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family.

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    • Equity Release

      If you're over the age of 55, equity release offers you a way to use the value of your home to raise money. There is a range of equity release schemes available on the market offered by

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    • General Insurance

      This is an area of financial planning that is often overlooked. Traditionally, we have our buildings and contents insurance with our mortgage lenders, which may be uncompetitive ...

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Client Testimonials

  • I cannot recommend more highly the excellent service I received from Paul Birkett of CMD Financial Solutions Ltd when dealing with my mortgage. With a fast approaching renewal date Paul went out his way to ensure that all deadlines were met and what I expected to be a stressful process was in fact hassle free!

    The service was prompt and efficient and Paul was always readily available to answer me endless queries in a jargon free manner. I also appreciated that fact that every stage of the process I was kept well informed and would have no hesitation in recommending the services of CMD Financial Solutions to others.

    Lucy Metcalf – Client
  • Having referred business to Paul Birkett at Cmd Financial Solutions I can confirm that on every occasion in addition to access to the best products available for their specific needs the clients have been very impressed with the professionalism and quality advice from Paul.

    Andy Gibson – Santander
  • As a firm of Chartered Accountants we have worked with CMD Financial Solutions Limited for over 12 years and always found them to be professional and knowledgeable in our dealings with them.

    Alison Welton – ACA Partner
  • I have worked with CMD Financial Solutions for many years and I have always found them to be extremely helpful and knowledgeable. Nothing is too much trouble for them and they always go out their way to help.

    On a personal level, Ian Johnstone helped me to source a competitive mortgage deal and on a business level Paul Birkett and Craig Turney have helped my clients which I have referred to them. Keep up the good work!

    Sarah Seavor ATT CTA – Chartered Tax Adviser