Your CD Financial team update: Welcoming new faces and giving back

It’s been a busy few months for the team at CD Financial. We’ve welcomed new members to the team, spent a day volunteering, and are also getting ready to host a charity coffee afternoon. 

Read on to learn more about what we’ve been up to recently. 

A warm welcome to our newest team members

Our team has continued to grow in recent months, and we’re delighted to welcome three new faces to CD Financial.

Julie Franklin has joined us as an experienced financial planner. She’s bringing valuable experience to our team and will be working closely with our clients to help them work towards their long-term goals.

We’ve also welcomed Vanessa as an experienced mortgage adviser, strengthening the support we can offer clients looking to purchase a home or remortgage.

And finally, Emile Rudd has joined us as an associate financial planner. Emile will be supporting the wider financial planning team.

We’re very pleased to have Julie, Vanessa, and Emile with us, and we look forward to seeing them settle into their new roles.

The CD Financial team spent a day volunteering at Severn Hospice

Recently, much of the team spent a day away from the office to volunteer at the Severn Hospice gardens.

The hospice offers care and support to those living with incurable illnesses and their families. Its gardens give patients the chance to unwind with their loved ones in peace, so we were pleased to spend time helping the team look after them.

Severn Hospice is actually a cause close to our hearts, as their team cared for Claire’s nan when she needed it most. 

It was a rewarding day for everyone, and we were proud to be able to contribute to the important work the hospice carries out in our local community. 

Join us for our Macmillan coffee afternoon

Supporting Severn Hospice wasn’t our only recent fundraising effort! 

We’re also hosting a coffee afternoon for Macmillan, bringing together clients, colleagues, and members of the local community, all while we raise money to support those living with cancer. 

If you’d like to join us, there will be plenty of cake and coffee for you to sample while you support a great cause.

You can find all the details about the event on the poster below. We’d love to see you there.

We’re always here to support you and your family

In the meantime, if you’d like to talk about your finances, please call us at 01952 455 755 or email contact@cdfinancial.co.uk, and we’ll get back to you.