About Us

About Us

With a combined experience of 17 years in Financial Services we have the experience & expertise to guide you through the financial maze of Finance, fully supported by our dedicated team of support staff.

We provide tailored, bespoke advice on Pensions, Investments, Mortgage, Protection, Estate Planning & General Insurance to personal & corporate clients.

Our offices are based in Shifnal, Shropshire, but we service Telford, Shrewsbury, Wolverhampton and surrounding areas.

As principal advisor, Claire Dentith holds the prestigious title of Chartered Financial Planner, which is the Gold Standard qualification within the financial industry and represents experience and dedication to quality advice. 
We are relationship builders, and enjoy working with both our personal & corporate clients on a one to one basis, taking the time to understand their needs now and plans for the future, to build a solid financial plan. 
But even a solid plan, can change, so to make sure we are always adapting, we build into our advisory process regular reviews, to help our clients manoeuvre through life’s often choppy waters. 

Mortgage &
Protection Advice

Financial Planning
& Advice

Book an