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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
Mortgages
"They explained everything clearly, handled the paperwork, and made remortgaging so much easier."
Ian
Financial Planning
“They have taken the stress out of managing my money so I can focus on everything else.”
Mark
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 and the Telegraph.
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.
Shirl Green
2024-11-28
Pensions and Investments are a minefield but with the help and guidance from Claire at CD Financial Ltd I feel safe knowing my future is being looked after.
Claire explained everything clearly and answered any questions I had. I look forward to working with the Team at CD Financial and would highly recommend them.
Thanks again CD Financial!
DSM Photos
2024-10-23
We were out of our depth when looking for advice with a mortgage for our first time purchase
CD came up in some google searches and reviews and we made contact.
We have had two meetings now with Leanne, emails and questions in between and she has supported us and put us at ease throughout the process and I know that if I have any more financial questions or queries she will always be there to help can’t recommend enough!
Daniel Granger
2023-12-07
Great service from CD financial, Claire and her team took the stress out of the daunting process of organising our first mortgage and even managed to secure us a better rate before we competed on our first home. 5 stars!
Chris Reynolds
2023-08-22
A friend recommended CD financial to me and my partner and we were so happy she did! Leanne, Ruth and the team were so kind and helpful throughout the whole process of purchasing our first home.
No question was ever stupid to them, they would answer emails so quickly and were always happy to discuss things over the phone as well.
They made the whole process stress free. I would highly recommend and we will definitely come back to them for advise and help in the future!
Thank you CD Financial!
Claire Evans
2023-04-19
Have used CD financial 3 times now. Always an excellent service, highly recommended
Raj Ahir
2023-03-09
Start by saying thank you CD Financial in helping to arrange my mortgage to a new provider! Claire, Ruth and Amy have been absolute gems getting the mortgage over the line during a period of rate rises and banks cancelling offers... Claire secured the best rate before the BoE rate rises to manage inflation. The team then supported me and followed up with the appointed solicitors right the way through the process, which removed so much stress. CD Financial definitely gets a 10/10 score from me.
Helen Barker
2023-02-05
We can’t recommend Claire and her team highly enough. She has provided outstanding mortgage and investment advice over the last few years and always takes the time to listen to your needs before providing a tailored solution. We wouldn’t consider going anywhere else.
Robert Corbett
2022-07-28
Great and quick service from Claire and the team as always, keep things flowing and always staying in touch n keeping updated.
Breakpoint24
2022-04-19
Fantastic service in all the years we've been dealing with Claire, and now the rest of the team at CD Financial. Would not hesitate in recommending to anyone looking for financial advice/assistance.