CD Financial Ltd
CF
Financial Advisors
CD Financial Ltd
4 Church St, Shifnal TF11 9AA
# CD Financial Ltd
CD Financial Ltd is a financial planning and mortgage advisory firm based in Shifnal, Shropshire, founded by Chartered Financial Planner Claire Dentith in 2015. The firm specialises in helping individuals and families take control of their finances through comprehensive planning and tailored mortgage solutions.
The business serves diverse client groups including business owners, self-employed professionals, retirees, young professionals, and those navigating major life events or inheritance tax planning. They also provide mortgage advice across the customer lifecycle, from first-time buyers through to later life lending and remortgaging.
What sets CD Financial apart is their relationship-driven approach, grounded in Claire's two decades of experience in financial advisory. Rather than focusing solely on transactions, they prioritise understanding clients' broader life goals and aspirations, then working with them long-term to ensure plans remain on track. This philosophy is evidenced by their 2024 client survey results: 98% would recommend them to family and friends, 98% believe the firm has helped achieve their financial goals, and 99% were satisfied that their needs and aspirations were understood.
The firm operates with a small, dedicated team including financial administrators and an office manager, enabling personalised service delivery. Their 5-star VouchedFor rating demonstrates consistent client satisfaction. CD Financial positions itself as an inclusive practice that empowers clients through financial understanding, enabling informed decision-making for both present circumstances and future security.
CD Financial Ltd is a financial planning and mortgage advisory firm based in Shifnal, Shropshire, founded by Chartered Financial Planner Claire Dentith in 2015. The firm specialises in helping individuals and families take control of their finances through comprehensive planning and tailored mortgage solutions.
The business serves diverse client groups including business owners, self-employed professionals, retirees, young professionals, and those navigating major life events or inheritance tax planning. They also provide mortgage advice across the customer lifecycle, from first-time buyers through to later life lending and remortgaging.
What sets CD Financial apart is their relationship-driven approach, grounded in Claire's two decades of experience in financial advisory. Rather than focusing solely on transactions, they prioritise understanding clients' broader life goals and aspirations, then working with them long-term to ensure plans remain on track. This philosophy is evidenced by their 2024 client survey results: 98% would recommend them to family and friends, 98% believe the firm has helped achieve their financial goals, and 99% were satisfied that their needs and aspirations were understood.
The firm operates with a small, dedicated team including financial administrators and an office manager, enabling personalised service delivery. Their 5-star VouchedFor rating demonstrates consistent client satisfaction. CD Financial positions itself as an inclusive practice that empowers clients through financial understanding, enabling informed decision-making for both present circumstances and future security.
Services offered
Financial planning for business ownersFinancial planning for self-employedFinancial planning for retireesMortgage advice for first-time buyersMortgage advice for home moversRemortgage adviceInheritance tax planningLater life lending