Call Us Now
01228 882 880
Call Us Now
01228 882 880
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 about your financial future, short, medium and long term.
You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications and you can't leave it all to chance. Careful planning aims to help turn your plans into reality and the sooner you start your financial planning the greater your chance of realising your goals.
There are so many issues to consider when planning one's financial future, so here are a few thought provoking 'milestones in life' to assist you.
Birth > start school > university or college > start work > change of job > first home > getting married > starting a family > move house > change of location > redundancy > starting your own business > unexpected windfall > divorce > illness > retirement > death
It is easy to take all this for granted, but it's a lot to think about when making plans for the future.
You can rest assured that we will provide you with expert financial advice plus regular reviews and evaluations of your financial plan.
Call us today for a no obligation chat about planning your financial future.
THE VALUE OF INVESTMENTS AND THE INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE.
TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.
TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.
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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. ...
Read moreMost 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 ... ...
Read moreWhen 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 moreWhen 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 ... ...
Read moreYour 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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Read moreHealth 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. ...
Read moreThis 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 ... ...
Read moreProfessional 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 ... ...
Read moreIf 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 ...
Read moreCurrencies
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CONTACT US
CMD Financial Solutions Ltd
39 Lowther Street
Carlisle
Cumbria
CA3 8EP
T: 01228 882 880
F: 01228 882 889
Email Us
CMD Financial Solutions Ltd is an appointed representative of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. Openwork Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 408285.
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registration Address: 39 Lowther Street, Carlisle, Cumbria CA3 8EP
Registration number: 06650508 - Registered in England & Wales
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