Financial planning for

Business owners

We’re here to help manage your personal finances, so you can focus on growing your business.

Self-employed

Being self-employed brings freedom and financial challenges; with the right plan, we’ll secure your future.

Retirees

With retirement approaching, it’s time to review your income, set goals, and plan for the future.

Young professionals

With a busy career and family life, future planning can take a backseat. Start now to stay ahead.

Major life events

Unexpected life events can bring change, but when you're ready, we'll help you manage the financial side.

Dealing with Inheritance Tax

We also do mortgages!

tell me more

Mortgages are another vital part of your financial journey, and the great news is that we can help with those too – meaning all your financial needs are taken care of under one roof.

Whether it’s your first home or a remortgage, we will guide you through the process. With a wide range of lenders and mortgage options at our fingertips, we’ll help you find the perfect fit for your 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

“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.

C D Financial Ltd profile
Give us a call.
01952 455 775
Visit our Shifnal office.
4 Church Street, Shifnal, Shropshire, TF11 9AA

C D Financial Ltd profile

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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

    CD Financial Ltd
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