Resources

Client portals

Follow the links below to be taken to the relevant client portals and provider platforms

CD Financial Client Portal

Take me there

Scottish Widows Portal

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7IM Portal

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Pru

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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
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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    client portal

    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