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About us
Choosing us
Choosing us as your trusted adviser
When you work with a financial planner or mortgage adviser, you should achieve things you couldn’t on your own. For us, it’s more than just finding products. It’s your future. As a team, we want to find long-term solutions that could help achieve even the most ambitious goals.
How we’re a step ahead
Our high street presence in Shifnal
We’re based in a beautiful office on Church Street, and many clients say they feel so at home here, they could move in – that’s the highest compliment to receive!
Led by a Chartered financial planner
Our founder, Claire Dentith, has earned one of the highest accolades in financial services, placing her among the most qualified individuals in the profession.
A compassionate, all-female team
In a profession traditionally dominated by men, we’re proud to be an all-female team that’s compassionate and always goes above and beyond for our clients.
A team built on respect
You get a team that respects one another and works together to ensure your needs are met, we genuinely care about the people we work with.
A tailored service for all clients
We treat every client who walks through our doors as an individual, and our goal is for you to leave feeling empowered knowing you’ve made the right choices.
We support the wider community
With the support of our clients and colleagues, we’re proud to give back to our local community through sponsorships, donations, and more.
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
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.
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