Your team

Claire Dentith
Claire Dentith

Chartered Financial Planner and Director

get to know Claire
Leanne Tolley
Leanne Tolley

Financial Planner

get to know Leanne
Leanne Charnley
Leanne Charnley

Mortgage and Insurance Adviser

get to know Leanne
Amy Lewis
Amy Lewis

Senior Mortgage and Insurance Administrator

get to know Amy
Hannah Eades
Hannah Eades

Pension and Investment Administrator

get to know Hannah
Ruth Evans
Ruth Evans

Mortgage and Insurance Administrator

get to know Ruth
Lyndsay Taylor
Lyndsay Taylor

Pension Administrator and Office Manager

get to know Lyndsay

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

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