Business Details
11 Years
experience
Trusted Financial Advisers in Shifnal
Based in Shifnal, we are a dedicated financial advisory firm empowering individuals and families to take control of their finances and achieve life goals. Founded in 2015 by Claire Dentith, who has over 20 years of industry experience, our practice is built on personalized service, long-term relationships, and a deep understanding of client needs. Our all-female team combines technical expertise with empathetic guidance, ensuring every client feels heard and supported. We specialise in financial planning and mortgage advice, tailoring solutions for business owners, self-employed individuals, retirees, and young professionals.Our commitment to excellence has earned us recognition in the VouchedFor Top Rated Guide for two consecutive years, reflecting our dedication to client satisfaction and industry standards. We operate under the regulatory oversight of the Financial Conduct Authority, ensuring compliance and trust in all our services.
Services
Financial Planning
Mortgage Advice
Retirement Planning
Inheritance Tax
First-Time Buyer Mortgages
Details
- Year established: 2015
Highlights and features
- We offer over 20 years of combined experience in financial advisory services.
- Our team provides personalised, client-focused financial planning and mortgage advice.
- We are regulated by the Financial Conduct Authority for compliance and trust.
- Our all-female team combines technical expertise with empathetic guidance.
- We are Top Rated on VouchedFor for two consecutive years based on client feedback.
Associations and certifications
- Financial Conduct Authority
What people say
98% would recommend
Understood our needs
Stress-free process
Expert guidance
Long-term support
Services
Financial Planning
We create tailored financial plans to help clients achieve long-term goals, including retirement, inheritance tax, and major life events. Our approach focuses on understanding individual needs and risk profiles. With expertise in investment and pension strategies, we ensure clients maintain financial stability through changing circumstances.
Mortgage Advice
Our mortgage advisory service guides clients through first-time purchases, remortgaging, and later-life lending. We access a wide range of lenders to find competitive rates and suitable terms. The team simplifies complex processes, handles paperwork, and provides ongoing support to ensure stress-free transactions for all property types.
People
Claire Dentith
Chartered Financial Planner and Director
Claire founded C D Financial in 2015 after 12 years as a financial adviser. She specialises in holistic financial planning, focusing on long-term client relationships. Her expertise includes retirement strategies, inheritance tax, and mortgage solutions. Claire ensures every client receives tailored advice aligned with their life goals.
Leanne Tolley
Financial Planner
Leanne provides comprehensive financial planning services, supporting clients with investment strategies and life event planning. She works closely with individuals to understand their aspirations and create actionable plans. Her approach combines technical knowledge with empathetic guidance to build client confidence and security.
Questions
What services does CD Financial offer?
We provide financial planning and mortgage advisory services tailored to business owners, self-employed individuals, retirees, and first-time buyers.
Are your initial consultations free?
Yes, all initial meetings are offered on a fee-free basis with no obligation to proceed.
How are you regulated?
We are regulated by the Financial Conduct Authority as an appointed representative of The Openwork Partnership.
Do you offer home visits?
Yes, we provide home appointments via Teams video calls or phone for added convenience.
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