Empowering your financial future, one step at a time
CMD Financial Services has a long history of delivering exceptional financial guidance to individuals and businesses alike. Our story begins with a commitment to providing a comprehensive range of financial services, tailored to meet the unique needs of our clients. From wealth management to pensions, general insurance, and life assurance, our team of experts is dedicated to helping you achieve your financial goals.
Our Company
At CMD Financial Services, we pride ourselves on our ability to build strong relationships with our clients, taking the time to understand their aspirations and objectives. Our wealth of experience and expertise enables us to provide bespoke financial solutions that cater to individual circumstances. We believe that everyone deserves access to expert financial advice, and our goal is to empower our clients with the knowledge and confidence they need to make informed decisions about their financial future.
How We Work
Our approach to financial planning is centred on a deep understanding of our clients' needs and goals. We take the time to listen, to ask questions, and to understand the complexities of their financial situations. Our team of financial experts then uses this knowledge to craft personalized financial plans that reflect our clients' unique circumstances. Whether it's wealth management, pension planning, or life assurance, we strive to deliver practical, effective, and sustainable solutions that help our clients achieve their goals.
Wealth, Health, and Wealth Management
We believe that wealth, just like health, needs to be carefully preserved. Our financial planning services are designed to protect your assets from the potential threats of erosion by taxation, the effects of inflation, and investment risks. We offer a comprehensive range of wealth management solutions, from investment trusts to fixed-interest investments, to help you build and maintain a secure financial future. Whether you're just starting out or approaching retirement, our expert advice will help you make informed decisions about your financial future.
Equity Release
Equity release is a valuable option for those who are over the age of 55 and have accumulated significant equity in their home. We can help you assess whether equity release is right for you, and if so, identify the most suitable options, such as lifetime mortgages or home reversion plans. With our guidance, you can enjoy the freedom and flexibility to access your hard-earned equity, while maintaining ownership of your property.
Financial Planning
Professional financial planning is the process of helping you achieve your financial ambitions, whether that's building a comfortable retirement, protecting your family's financial future, or simply enjoying the fruits of your hard work. Our financial planners are dedicated to providing you with expert advice and guidance, helping you make informed decisions about your financial future, short, medium, and long term.
Exceptional Service and Expertise
The reviews highlight the exceptional service and expertise provided by CMD solutions, particularly by their team members Jake, Joanna Watson, and Jack Menzies. The customers praise the timely and effective support, guidance, and communication they received from these professionals.
Responsive and Knowledgeable Staff
The reviewers appreciate the responsiveness of the staff, who were always available to answer their questions and provide guidance throughout the mortgage process. They were knowledgeable about the products and services, explaining the pros and cons of each option to help customers make informed decisions.
First-Class Mortgage Experience
Several reviewers, including first-time buyers, express their gratitude for the seamless and stress-free mortgage experience they had with CMD solutions. They appreciate the personalized approach, professionalism, and friendliness of the staff, which made them feel comfortable and confident throughout the process.
