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About us
Common questions
Face-to-face meetings will take place in our Shifnal office, where we have three meeting rooms. Home appointments are possible depending on your location. We also offer appointments via Teams or phone.
We don’t have parking directly outside the office, but there are two free car parks in Shifnal (Aston Street and Kings Yard) and kerbside parking just down from our office.
No. All initial meetings are offered on a fee-free initial consultation basis, with no obligation to proceed with our services.
Upon booking your appointment, our helpful team will send confirmation and confirm exactly what you need you being.
For financial planning meetings, please bring ID, proof of income, a breakdown of savings, investments and pensions, and your National Insurance number.
For mortgage meetings, please bring ID, proof of income, information on any outstanding credit commitments and savings information.
Please allow up to 1 hour 30 minutes for the initial meeting.
No, there is 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.
Yes, we are regulated by the Financial Conduct Authority. You can view our entry on the FCA Register here.
No, we do not advise on this area, but we can refer you to our internal teams at Openwork.
Our administration team will offer general support. If advice is needed, we always ensure there is a planner available that can help.
We charge a £495 flat fee for a basic initial financial plan. You can view our fees in detail here.
We take a percentage for financial planning. You can view our fees in detail here. We charge fixed fees for mortgage applications.
Yes, we charge £195 for a standard application or £495 for a complex application or buy-to-let.
We only charge on application once an initial decision in principle has been obtained.
No, we do not charge VAT for our services.
No, we are appointed representatives of The Openwork Partnership and offer products from a wide range of providers.
Give us a call.
01952 455 775Send us an email.
contact@cdfinancial.co.ukVisit our Shifnal office.
4 Church Street, Shifnal, Shropshire, TF11 9AA