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CMD Financial Solutions

5.0
★★★★★

(15)

About

CMD Financial Solutions is an independent financial advisory firm in Carlisle, Cumbria. Our advisers provide personalised wealth management, retirement and pension planning, investments, tax and estate planning, protection and mortgage solutions. We deliver clear, jargon-free guidance, long-term strategies and ongoing reviews.

Reviews

★★★★★
5.0 (15)
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Georgia Mallam

2 years ago

Jo Watson at CMD has always gone above and beyond with our mortgage needs. She is professional, always happy to help, responds quickly and explains the whole progress from start to finish. We have been so happy with the service that Jo has provided and would recommend her to everyone.

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Scott Telford

a year ago

Was with CMD for a good few years and Mark Hunter specifically. Absolutely superb service from Mark, highly knowledgeable, extremely helpful and an absolute professional. Explained procedures and their benefits simply and jargon free, Always answered any questions I had whether it was in person or via email in a very timely manner and just an all round good fella. Would happily recommend Mark to anyone seeking a financial adviser.

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Linda Clarke

2 years ago

Jo Watson has assisted not only myself but both my son and daughter with "buy to let" mortgages, re-mortgages and house moves. She handled all these situations with enthusiasm and professionalism and reached a satisfactory conclusion in all cases. I would highly recommend Jo to anyone looking for financial guidance.

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Antonio Soares

a year ago

I have to say from my experience that CMD's services are excellent. Joanna Watson was tireless in supporting me, informing me of everything and giving me fundamental advice to make me feel more capable in making decisions. I am very grateful to CMD, in the person of Joanna Watson, for this support experience she gave me. With professionals of this highest quality, everything becomes easier.

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Andi Menzies

2 years ago

Jack was really helpful in the whole mortgage process and helped explain the pros and cons of each product so that we found the best fit for us. Knowledgeable and helpful at every stage. Would really recommend CMD, great for first time buyers who may be new to mortgages.

Addresses

Static Map

Phone numbers

Email addresses

  • info@cmdfs.co.uk

Links

Services

  • Estate Planning
  • Wills
  • Trust
  • Inheritance Tax
  • Lasting Power of Attorney

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