Celebrating successes and welcoming new additions – Your CD Financial team update

Welcome to the first of your new quarterly team updates from CD Financial. Every three months, we’ll deliver a round-up of internal news and team updates, keeping you in the know about how our business is growing and changing.

To start, it’s been a busy and exciting time here at CD Financial, filled with achievements and new additions. Keep reading to learn what’s been going on behind the scenes at our busy office.

We’ve been in business for a decade, and we have some surprises

2025 marks CD Financial’s 10-year anniversary!

We are so grateful to all our clients for working with us over the last 10 years, and we will continue to provide a service that aims to go above and beyond for every one of you.

As part of the celebration, we’re excited to announce that we have a new website coming soon. Think of this as our new digital shopfront, where you can explore our services, access valuable information, and connect with our team; all at your convenience.

A big congratulations to Lyndsay Taylor

We’re thrilled to congratulate Lyndsay on completing her Level 3 Certificate in Leadership and Management from the Institute of Leadership and Management (ILM). She has also been promoted to Office Manager, making her a dual force in the business.

The ILM is a globally recognised qualification that equips its students with the knowledge and skills they need to become effective leaders. Through this rigorous programme, Lyndsay has deepened her understanding of key leadership principles, including:

• Effective communication and interpersonal skills
• Motivating and inspiring teams
• Strategic planning and decision-making
• Performance enhancement and continuous improvement.

This valuable qualification will undoubtedly benefit Lyndsay in her role as Office Manager, allowing her to lead and support our team with even more confidence and effectiveness. Lyndsay will continue to provide exceptional support as a Pensions and Investments Administrator while ensuring that our office runs as efficiently as possible.

Her dedication and expertise are truly valued by the entire CD Financial team.

A big welcome to Molly – Boston terrier and Mortgage Assistant in Training

The office has a new furry friend! Leanne Charnley, our dedicated Mortgage and Insurance Adviser, has welcomed Molly the Boston terrier to her family.

Molly has been a frequent visitor to the CD Financial office and has been quick to make herself very at home!

Leanne’s passion for helping people shines through in her work, and we can’t help but wonder if Molly will follow in her footsteps. Perhaps Molly will become a “Mortgage Adviser in Training”, always ready to say “yes” to helping clients find the perfect mortgage solution, just like her mum.

Claire Dentith achieves SOLLA accreditation

We’re also delighted to announce that Claire Dentith, our Director and Chartered Financial Planner, has achieved professional accreditation with the Society of Later Life Advisers (SOLLA).

This prestigious organisation recognises financial professionals with specialised knowledge and skills in working with older clients and families. By becoming SOLLA-accredited, Claire has demonstrated that she understands the unique needs and challenges faced by clients in the later stages of life.

This achievement further solidifies Claire’s position as a trusted adviser for older people. She is dedicated to providing personalised financial guidance that helps everyone secure a comfortable and fulfilling retirement.

Stay tuned for more updates from the CD Financial team

We strive to provide the best possible service to our clients, and we’re excited to share more of our successes and achievements with you in the future.

Whether you’re a client with us already or want to learn about what it would be like to work with our fantastic team, get in touch with us today.

Email us at contact@cdfinancial.co.uk or call us on 01952 455775.

Please note

This article is for general information only and does not constitute advice. The information is aimed at retail clients only.

All information is correct at the time of writing and is subject to change in the future.