Associate Financial Planner

Emile Rudd

01952 455775
Qualifications

Qualifications

  • Diploma in Regulated Financial Planning

    This level 4 Diploma meets the FCA’s qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

  • R01 (Financial Services, Regulation and Ethics)

    This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

  • R02 Investment Principles and Risk

    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

  • R03 Personal Taxation

    This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

  • R04 Pensions and Retirement Planning

    This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

  • R06 Financial Planning Practice

    This qualification helps advisers develop and demonstrate their financial planning capabilities.
FCA register

A quick Q&A with Emile

How long have you worked in financial services?

I started in a client services role for Wesleyan Financial Services in 2022. I obtained my Diploma in Regulated Financial Planning while working there. I then joined Hoxton Wealth in 2024, where I worked as a paraplanner, before joining CD Financial as a trainee adviser.

How do you help clients?

By providing holistic financial planning, I look at your whole situation rather than just one part of it. My role is to understand what matters most to you and to create a financial plan to support the life you want to live.

What do you love most about your job?

I really enjoy working closely with clients and helping them progress toward their  financial goals. It’s incredibly rewarding to see everything come together and watch them achieve what they set out to do.

What do you get up to on the weekend?

Most of my weekend is usually spent walking our German Shepherd. I also enjoy running and playing football.

And now for some quickfire questions

What’s your favourite holiday destination?

It would have to be either Vienna or Croatia.

What’s your go-to karaoke song?

‘Greatest Day’ by Take That.

What's your favourite food or go-to dish?

Korean food.

What's the best advice you’ve ever received?

Treat others as you wish to be treated.

Here to help you

Claire Dentith
Claire Dentith

Chartered Financial Planner and Director

get to know Claire
Julie Franklin
Julie Franklin

Financial Planner

get to know Julie
Vanessa Jones
Vanessa Jones

Mortgage and Insurance Adviser

get to know Vanessa
Lyndsay Taylor
Lyndsay Taylor

Office Manager & Financial Administrator

get to know Lyndsay
Ruth Evans
Ruth Evans

Financial Administrator

get to know Ruth
Leah Brookes
Leah Brookes

Financial Administrator

get to know Leah
Meet the CD Financial team
Give us a call.
01952 455 775
Visit our Shifnal office.
4 Church Street, Shifnal, Shropshire, TF11 9AA

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    Company Directors: Claire Dentith APFS, DipPFS, and Michael Dentith.

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    C D Financial Ltd is a company registered in England and Wales (08440585) whose registered office is situated at 4 Church Street, Shifnal, TF11 9AA.


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