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About us
More than “just” financial advice
Nestled in the heart of Shifnal, we’re a close-knit financial planning and mortgage advice firm. But that’s not all we are; we’re guides, listeners, advocates, and problem-solvers. What sets us apart is our high street presence, our all-female team, and our commitment to treating every client as an individual.
At the heart of who we are
We empower people to understand their finances and make informed choices
We treat every person we meet as an individual
We make it easy to talk about money
Supporting the community
With the support of our wonderful clients and colleagues, we’re proud to give back to our local community and charities through sponsorships, donations, and more.
the work we doFace-to-face meetings will take place in our Shifnal office, where we have three meeting rooms. We also offer home appointments via Teams or phone.
No. All initial meetings are offered on a fee-free initial consultation basis, with no obligation to proceed with our services.
You can book a meeting by calling or emailing the team or completing the contact form at the bottom of this page.
FAQs
Have a query for the team? We’ve answered some of our most commonly asked questions. Take a look to see if yours is here before getting in touch.
Your questions answeredGive us a call.
01952 455 775Send us an email.
contact@cdfinancial.co.ukVisit our Shifnal office.
4 Church Street, Shifnal, Shropshire, TF11 9AA