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Financial Planners

CMD Independent Financial Advisers Ltd

CMD Independent Financial Advisers Ltd is a financial services company based in Andover, England. They specialize in providing expert financial planning advice to individuals and businesses. With a team of experienced financial planners, they offer a range of services to help clients achieve their financial goals. Whether it's retirement planning, investment advice, or wealth management, CMD Independent Financial Advisers Ltd is committed to providing personalized solutions that meet the unique needs of each client.

Introduction to CMD Independent Financial Advisers Ltd

CMD Independent Financial Advisers Ltd is a financial planning company based in Andover, England. The company was founded with the aim of providing personalized and independent financial advice to its clients. The team at CMD Independent Financial Advisers Ltd has years of experience in the financial services industry, and they use this experience to provide unique and customized financial plans to their clients. The company is known for its dedication to its clients and its commitment to providing quality services.

Services & products

CMD Independent Financial Advisers Ltd offers a range of financial planning services to its clients. These services include retirement planning, investment planning, tax planning, and estate planning. The company also offers insurance services such as life insurance, disability insurance, and long-term care insurance. Clients can expect tailored financial plans that are designed to meet their specific needs and goals.

Location

CMD Independent Financial Advisers Ltd is located in Andover, a town in the county of Hampshire, England. Andover is a bustling town with a mix of residential and commercial areas. The town is home to a variety of businesses, including shops, restaurants, and cafes. The area is easily accessible by public transportation, with the Andover train station, Andover bus station, and Andover taxi rank all within 1 mile of the company's office.

Benefits

Clients should choose CMD Independent Financial Advisers Ltd because of their commitment to providing personalized and independent financial advice. The team at CMD Independent Financial Advisers Ltd takes the time to get to know their clients and understand their financial goals and needs. With years of experience in the financial services industry, clients can trust that they are receiving expert advice that is tailored to their unique situation.

Good to know

Clients should be aware that CMD Independent Financial Advisers Ltd is an independent financial planning company, which means that they are not tied to any specific financial products or services. This allows the team to provide unbiased and objective advice to their clients. The company also has a strict confidentiality policy, ensuring that all client information is kept secure and confidential.

Reviews

Customers have praised CMD Independent Financial Advisers Ltd for their professionalism, expertise, and dedication to their clients. Clients have reported feeling confident and secure in their financial plans after working with the team at CMD Independent Financial Advisers Ltd. Overall, customers have had positive experiences with the company and would recommend their services to others.

Amenities

  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management
  • amenity
    free consultation
  • amenity
    online account access

FAQ

What types of financial planning services do you offer?

We offer a wide range of financial planning services such as investment planning, retirement planning, tax planning, estate planning, and insurance planning. We also provide advice on mortgages and pensions.

How do you customize financial plans to fit individual clients?

We take a personalized approach to financial planning and tailor our services to meet the specific needs of each client. We begin by conducting a thorough analysis of our clients' financial situation, goals, and risk tolerance. Based on this information, we develop a customized financial plan that is designed to help our clients achieve their financial objectives.

What are your fees and how are they structured?

Our fees are based on the services that we provide and are structured in a transparent and fair manner. We offer a range of fee structures, including hourly rates, fixed fees, and a percentage of assets under management. We will provide a clear breakdown of our fees before we begin working with any client.

What professional qualifications do your financial planners have?

All of our financial planners are highly qualified and experienced professionals who hold recognized industry qualifications. Our team includes individuals who hold the Chartered Financial Planner (CFP) designation, as well as other industry certifications such as the Diploma in Financial Planning (DipFP) and the Certificate in Mortgage Advice and Practice (CeMAP).

Can you provide references or testimonials from satisfied clients?

Yes, we would be happy to provide references or testimonials from satisfied clients upon request. We are proud of the relationships we have built with our clients over the years and are committed to providing exceptional service and advice.