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About us
Mortgage journey
We’ll embark on this journey together
Finding the right home is an exciting journey, and we’ve guided hundreds of people through the process. Now, we’re here to help you too. Before we get started, let’s take a moment to break down how the mortgage process works.
How your journey will work
Your experience with CD Financial is more than just a one-off service. It’s a long-term commitment that adapts as your property needs evolve.
Getting to know you
Research your options
Mortgage application
Supporting you to completion
Ongoing mortgage reviews
01
Getting to know you
The first thing we’ll do is sit down and talk about your goals, discuss why you’ve come to us and help you understand your position. Whether you’re a first-time buyer or have been through the process before, this no-obligation meeting held at our expense is a crucial part of the process.
02
Research your options
Once you confirm you're happy to proceed, we’ll begin the process of researching your options, helping you to understand what you can afford to borrow, what funds you will need for your deposit and purchase fees, then look to secure your mortgage in principle.
03
Mortgage application
Once you are ready to proceed with your mortgage, we’ll carefully search the market to find the right mortgage options. We’ll then provide you with details about the lender and how much you can borrow. When you’re ready to move forward, we’ll take care of the rest, handling the application process on your behalf.
04
Supporting you to completion
We’ll keep you informed every step of the way, providing regular updates, we will liaise with your estate agents and solicitor throughout the process. We’ll let you know when the lender has completed the property survey and issued the mortgage offer. We’ll also take the time to discuss options for protecting you and your property, ensuring you’re fully covered.
05
Ongoing mortgage reviews
We’ll proactively reach out when it’s time to review your mortgage. Whether it’s adjusting to changes in your financial situation, refinancing options, or ensuring you’re still on the best deal, we ensure your mortgage remains in line with your evolving needs.
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