Financial planning and mortgages, delivered with a personal touch
Based in the heart of Shifnal, we help you take control of your finances and achieve your goals.
Helping clients plan and achieve financial freedom
Claire Dentith founded the firm in 2015, having worked as a financial adviser since 2003, building lasting relationships. Her vision was to create an inclusive practice that empowers individuals and families to take control of their finances and achieve their life goals.
We believe understanding your finances, allows you to make informed choices so you can achieve your life goals. We help people make informed choices to plan for now and their future, working with them long term, to ensure their plans remain on track.
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Don’t just take our word for it, this is what our clients say
We carried out a client survey in 2024 to gain insight into their experiences with us and our service. Here’s what they had to say:
98%
of clients would recommend us to family, friends or colleagues
98%
believe working with us has helped or will help them to achieve their financial goals
99%
were satisfied that we understood their needs, goals and aspirations
Mortgages
Financial Planning
Financial Planning
Mortgages
We’re Top Rated on VouchedFor
We’re proud to announce that VouchedFor has included us in their Top Rated Guide 2025, distributed by the Times and the Telegraph.
VouchedFor is the UK’s leading review website for financial advisers, and the Top Rated Guide aims to identify and celebrate the UK’s best financial advisers based on client feedback. Even better, we have been included for a second consecutive year.
Give us a call.
01952 455 775Send us an email.
contact@cdfinancial.co.ukVisit our Shifnal office.
4 Church Street, Shifnal, Shropshire, TF11 9AA
