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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

Meet The Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

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    01228 882 880

    John Peart – DipPFS CeMAP

    Managing Director & Practice Principal

    John has worked in the Financial Services sector for over 30 years. He values his clients highly and has looked after a number of his clients over this period. He has worked in Financial Services for CIS and the Pearl Assurance and also a local IFA.

    He started CMD 2001 with his business partner Steve after the decline of quality advice in this area. He values his clients that he deals...

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    01228 882 880

    Steve Dixon – DipFA CeMAP

    Managing Director & Practice Principal

    Steve is one of the founder members of C.M.D Financial Solutions Ltd and has worked in financial services for over 30 years having begun his career with large insurance companies, progressing to senior management roles before setting up C.M.D Financial Solutions Ltd. He is qualified to QCA Level 4 and is a fully authorised financial planner specialising in pension and investments.

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    01228 882 880

    Mark Hunter – DipFA CeMAP

    Practice Financial Adviser & Compliance Supervisor

    Mark has worked in the Financial Services sector for 24 years. He has previously worked at Pearl Assurance, Santander, Cumberland Financial Services Limited and Newcastle Financial Services Limited before joining CMD Financial Solutions Limited in February 2012 and is to be appointed a Director of the firm in 2016.

    Mark has fulfilled a number of positions with his previous employers;...

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    01228 882 880

    Craig Turney – DipPFS Cert CII(MP)

    Practice Financial Adviser

    Craig has over twelve years experience across the financial services industry and is able to use his knowledge and experience to provide bespoke advice to both individual and corporate clients in all areas of financial advice including mortgages, investments and retirement planning.

    Craig specialises in dealing with high value residential mortgages and complex buy to let transactions as...

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    01228 882 880

    Paul Birkett – DipFA CeMAP

    Practice Financial Adviser

    Paul joined CMD Financial Solutions in 2006 and has specialised in Mortgage & Protection advice since 2009.

    Paul has also gained his Level 4 Diploma for Financial Advisers allowing him to now offer clients a full range of financial advice including investments and retirement planning.

    Paul prides himself on providing the highest level of customer service and building long...

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    01228 882 880

    Kaia Bell-Shaul – CeMAP

    Mortgage & Protection Adviser

    Kaia joined CMD Financial Solutions in 2007 as a qualified mortgage adviser and holds a Certificate in Mortgage Advice & Practice. She began her career in financial services in 2004 working for a national Estate Agents.

    Prior to being a mortgage advisor she was an insurance broker, sales negotiator for an estate agent as well as a valuer of properties. As she enjoyed working in the...

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    01228 882 880

    Ian Johnstone – CeMAP

    Mortgage & Protection Adviser

    Ian is a qualified Mortgage and Protection Adviser holding a Certificate in Mortgage Advice & Practice. He began his career in Financial Services 20 years ago in 1996, where he worked for Pearl Assurance, initially starting as an agent and then after obtaining his Financial Qualifications, was promoted to Area Manager in 2000, whereby he enjoyed giving sound financial advice to new and...

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    01228 882 880

    Darren Wright - CeMAP

    Mortgage & Protection Adviser

    Darren started his career in Financial Services in 1995 working for a large home service insurance provider. In 2001 he began working for CMD Financial Solutions shortly after the company was started. Prior to being a mortgage adviser he was an insurance agent specialising in the home service market.

    Darren is a qualified mortgage adviser holding a Certificate in Mortgage Advice &...