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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.
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Equity release is typically available to people who are over the age of 55 and have their own home with a significant amount of equity, but don’t have enough money or income for their needs.
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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.
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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 in a very competitive marketplace.
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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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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. These people could include family members or business partners.
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Mortgages are loans which are intended to help buyers purchase residential and commercial property. When an individual takes out a loan, the lender charges interest: the same is true of a mortgage.
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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, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.
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Often, people save for a specific reason and it's usually the safest way to build up a pot of money.
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Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.
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Home
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My Portfolio

Home / My Portfolio

Transact

Monitor your investments on the Transact platform.

Novia

Monitor your investments on the Novia platform.

Standard Life Elevate

Monitor your investments on the Standard Life Elevate Platform platform.

Hargreaves Lansdown

Monitor your investments on the Hargreaves Lansdown platform.

Fidelity Funds Network

Monitor your investments on the Fidelity Funds Network platform.

James Hay

Monitor your investments on the James Hay platform.

Nucleus

Monitor your investments on the Nucleus platform.

Quilter

Monitor your investments on the Quilter platform.

Aviva

Monitor your investments on the Aviva platform.

Aegon (including CoFunds)

Monitor your investments on the Aegon platform.

Parmenion

Monitor your investments on the Parmenion platform.

Sanlam

Monitor your investments on the Sanlam platform.

Embark

Monitor your investments on the Embark platform.

True Potential

Monitor your investments on the True Potential platform.

WHERE WE ARE

01228 882 880
39 Lowther Street
Carlisle, CA3 8EP

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Approved by The Openwork Partnership on ##/11/2023.

Registered office address: 39 Lowther Street, Carlisle, Cumbria CA3 8EP

Registered in England and Wales under reference 06650508

CMD Financial Solutions Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork, which is authorised and regulated by the Financial Conduct Authority.

Openwork Limited is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 408285.

The information on this website is for use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.

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