meet the team
"We pride ourselves on a friendly, attentive & professional approach to all our clients,
we are here to help when you need us"
Claire Dentith APFS, Dip PFS, MAQ
Director, Chartered Financial Planner
- Pension and Retirement Planning – personal and corporate including Director and self employed pensions
- Investment and Savings
- Estate planning and inheritance tax mitigation planning
- Mortgages – Residential Purchases & Remortgages, Buy to Let Purchases & Remortgages
- Protection – personal and corporate Life, Critical illness & Income protection insurance
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Financial Planning Certificate
- Mortgage Advice Qualifcation
Leanne Tolley, CeMAP CeRER CeSRE
Financial Advisor
Taking on her first role in Financial Services in September 2000, Leanne has developed her knowledge and expertise of all things mortgage, she prides herself on taking time getting to know each client, ensuring they get the right mortgage deal for them.
- Pension and Retirement Planning – personal and corporate including Director and self employed pensions
- Investment and Savings
- Mortgages – Residential Purchases & Remortgages, Buy to Let Purchases & Remortgages
- Protection – personal and corporate Life, Critical illness & Income protection insurance
- Certificate in Mortgage Advice and Practice
- Certificate in Regulated Equity Release
- Certificate in Supervising in a Regulated Environment
Leanne Charnley
Mortgage & Insurance Advisor
Having always had a keen interest in property, Leanne started working for an estate agent in 2011. Seven years later in 2018, she joined CD Financial and quickly became an integral part of the mortgage administration team.
With a passion for helping people, Leanne has since developed her skills and recently completed her training to become a fully qualified mortgage advisor. She is now looking forward to assisting people and helping to make their property dreams come true.
- Mortgages – Residential purchase & remortgages, Help to Buy Purchase & Remortgages, Right to Buy Mortgages, Shared ownership Mortgages, Self employed mortgages, Contractor Mortgages, Poor credit mortgages, Retirement Interest Only Mortgages, Buy to Let purchases & remortgages, Limited company Buy to Let.
- Protection – personal and corporate Life, Critical illness & Income protection insurance
- Buildings & Contents
- Equity Release
- Mortgage Advice Qualification
Lyndsay Taylor
Office Manager
Pensions & Investments Administrator
Lyndsay supports our Financial Advisors providing administration and support for our Financial Planning clients from initial contact to ongoing support for our practice clients.
Amy Lewis
Mortgage & Insurance Administrator
Amy supports our Financial Advisors providing full support for our mortgage clients, chasing mortgage lenders and solicitors, keeping clients up to date at every step, helping to take the strain out of the mortgage process.
Ruth Evans
Administrative Assistant
Ruth looks after our client reviews and contacts while also providing support to Lyndsay and Amy on a day to day basis.
Ruth works closely with Leanne and Claire providing full support for our mortgage clients, chasing mortgage lenders and solicitors, keeping clients up to date at every step, helping to take the strain out of the mortgage process.
Lyndsay Taylor
Pension & Investment Administrator
Leanne Charnley
Mortgage & Protection Administrator
Amy Lewis
Mortgage & Protection Adminsitrator
Amy works closely with Leanne and Claire providing full support for our mortgage clients, chasing mortgage lenders and solicitors, keeping clients up to date at every step, helping to take the strain out of the mortgage process.