Are you looking for a friendly and well established firm of mortgage brokers & financial advisors?
CMD Financial Solutions Ltd was originally established in 2001 to provide advice the individual and corporate clients across the UK from our offices in Carlisle.
Offering clients advice on Residential and Commercial Mortgages, Investment and Pension Planning, Personal Insurance, Home Insurance, Commercial & Business Insurance, you can choose to deal with us on a face to face basis – meeting in our offices, or by visiting you at your place of work or in the comfort of your home - but if you're pressed for time and would rather communicate by phone or email then that's fine too: it's a matter of what best suits you.
We pride ourselves on providing the highest level of customer service and building long term customer relationships. This approach allows us to fully understand our clients’ needs, goals and aspirations. Put simply, we’ll advise, guide and support you in defining and achieving your financial objectives.
We’ll work with you to understand what it is you want to achieve, both in the short term and, perhaps more importantly, the longer-term. We’ll also explore what drives these objectives – whether that’s a particular goal for investment, or retirement, or a less specific plan that needs more definition.
Once we’ve understood what you want and why, we can work together to create an effective route to achieving this in a way that best suits your personal circumstances. We’re proud of the trusted relationships we’ve built over the years and many of our clients now see us as an indispensable partner when it comes to comes to planning their future.
There are no charges made for the initial preliminary meeting, which is non-committal and at our expense to potential clients.
For more information about our services or to speak to one of our advisers today, please give us a call on 01228 882 880.
