Mutisite front page slider

slider image

Welcome to CMD Financial Solutions

FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

  • service

    Wealth Management

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

    VIEW MORE

  • service

    Pensions

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

    VIEW MORE

  • service

    Savings & Investments

    Often, people save for a specific reason and it's usually the safest way to build up a pot of money....

    VIEW MORE

Financial Advisers located in Carlisle

Financial Advisers located in Carlisle

Welcome to CMD Financial Solutions

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 email us at info@cmdfs.co.uk and we'll be pleased to help you.

OUR PLAN FOR YOU

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

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.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

  • YOUR GOALS & AMBITIONS

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

  • REVIEW THE PLAN & PROGRESS UPDATES

    If required, review dates will be agreed and can take place annually or more regularly if required or requested.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

TESTIMONIALS

See What Our Clients Have to Say About Us

Lucy Metcalf

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.

Andy Gibson

Santander

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

 

Alison Welton

ACA Partner

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.

We work closely with our clients providing advice and support with all of their financial needs and they have used CMD Financial Solutions Limited for mortgage advice and in particular their advisers Craig Turney and Paul Birkett come highly recommended. They deal efficiently with all queries and work to the clients deadlines. They are experienced and explain the process to the client and the options available to them so that they have a full  understanding. They are flexible and will attend meetings at times to suit the client. CMD Financial Solutions Limited will work with us to ensure that we get the best structure and deal for the client which is the most important thing.

Sarah Seavor ATT CTA

Chartered Tax Adviser

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

Stock data

Value Move %
FTSE 100 7044.03 -266.34033 arrow -3.6433222 arrow
FTSE ALL-SHARE 4020.38 -146.8999 arrow -3.525079 arrow
FTSE MID 250 22537.89 -742.0703 arrow -3.1875925 arrow
FTSE 350 4038.19 -149.2002 arrow -3.5630832 arrow
SEND US YOUR EMAIL ADDRESS IF YOU WOULD LIKE TO RECEIVE OUR REGULAR NEWSLETTER

Subscribe to our newsletter

Subscribe to our newsletter

SEND US YOUR EMAIL ADDRESS IF YOU WOULD LIKE TO RECEIVE OUR REGULAR NEWSLETTER

WHERE WE ARE

01228 882 880
39 Lowther Street
Carlisle, CA3 8EP


Email Us