Financial Planner

Julie Franklin

01952 455775

A quick Q&A with Julie

How long have you worked in financial services?

I began my financial career as a cashier at Britannia Building Society before moving into a financial administration role. From there, I progressed into paraplanning, gained my diploma in 2021, and became a qualified adviser in 2024, working directly with clients.

How do you help clients?

I enjoy taking the time to listen to clients and helping put their minds at ease about their finances. I like explaining things clearly and simply, so they feel confident in their decisions and supported in working towards their goals.

What do you love most about your job?

I enjoy meeting people from all walks of life, each at different stages of their journey. I also value working as part of a team to build strong relationships and provide clients with joined-up support.

What do you get up to on the weekend?

I enjoy gardening, spending time with my family and close friends. We also enjoy going to the cinema and taking walks with our two dogs.

And now for some quickfire questions

What’s your favourite holiday destination?

If we’re talking abroad, it would be Greece, but I do love North Wales and Cornwall.

What’s your go-to karaoke song?

I’ve never done karaoke. However, I’d most likely go for anything by Take That.

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

Nando’s or Wagamama.

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

Always treat others how you would like to be treated, and smile, then the world smiles with you.

Here to help you

Claire Dentith
Claire Dentith

Chartered Financial Planner and Director

get to know Claire
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

C D Financial Ltd profile

    Tick this box if you want your details to be stored on our database, which may then be used for marketing purposes.
    Please tick how you would like us to contact you.
    Phone Text. Email
    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

    CD Financial Ltd
    Powered by  GDPR Cookie Compliance
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.