About us

Financial planning journey

We’ll embark on this journey together

For more than a decade, we’ve helped people navigate their finances – and now, we’re here for you too. Before we get started, let’s take a moment to walk you through how the process works.

Your journey

We make the process of working with us straightforward. From the moment you enquire through to our ongoing relationship, it couldn’t be easier.

Getting to know you
Research & developing your plan
Presenting your plan
Putting your plan into place
Reviewing your needs

01

Getting to know you

The first thing we’ll do is sit down and talk about your goals and why you’ve come to us. This no-obligation meeting held at our expense is a crucial part of the process as it's where you decide whether you want to work with us..

02

Research & developing your plan

Once you confirm you're happy to proceed, we’ll begin our research and gather any additional information required. This process includes a detailed analysis of your finances, enabling us to create solutions designed specifically for you.

03

Presenting your plan

After completing our research and analysis, we’ll present our recommendations to you in detail. This includes a cashflow forecast to visualise your future.

04

Putting your plan into place

You’ll have the opportunity to take your time and fully consider our recommendations, with us on hand to answer any questions along the way. Once you’re ready, we’ll implement the agreed solutions on your behalf, freeing up your time to focus on what matters most to you.

05

Reviewing your needs

As we mentioned, we’re committed to a long-term relationship, adapting your plan as your needs evolve. We’ll meet annually to review any changes in your goals or circumstances.

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

“Claire doesn’t just talk numbers; she asks about my life, my family, and what actually matters to me.” Iain

Financial Planning

“They’ve gone above and beyond, supporting me and my family through everything life has thrown our way.” Kate

Financial Planning

“With Claire, it’s not about numbers. She makes sure my finances fit into the bigger picture of my life.” Michele
Give us a call.
01952 455 775
Visit our Shifnal office.
4 Church Street, Shifnal, Shropshire, TF11 9AA

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    The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

    Company Directors: Claire Dentith APFS, DipPFS, and Michael Dentith.

    CD Financial Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority (667763).

    The information on this website is for use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.

    Approved by The Openwork Partnership on 11/02/2025.

    CD Financial Ltd is a company registered in England and Wales (08440585) whose registered office is situated at 4 Church Street, Shifnal, TF11 9AA.


    All photography taken by NJ Photography