Financial planning and mortgages, delivered with a personal touch

Based in the heart of Shifnal, we help you take control of your finances and achieve your goals.

C D Financial Ltd profile

Helping clients plan and achieve financial freedom

Claire Dentith founded the firm in 2015, having worked as a financial adviser since 2003, building lasting relationships. Her vision was to create an inclusive practice that empowers individuals and families to take control of their finances and achieve their life goals.

We believe understanding your finances, allows you to make informed choices so you can achieve your life goals. We help people make informed choices to plan for now and their future, working with them long term, to ensure their plans remain on track.

Learn more about us

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

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

Mortgages

"They explained everything clearly, handled the paperwork, and made remortgaging so much easier." Ian

Financial Planning

“They have taken the stress out of managing my money so I can focus on everything else.” Mark

Our advisers are Top Rated on VouchedFor

We’re proud to announce that VouchedFor has included our advisers once again in their Top Rated Guide 2026, distributed by the Times and the Telegraph.

VouchedFor is the UK’s leading review website for financial advisers, and the Top Rated Guide aims to identify and celebrate the UK’s best financial advisers based on client feedback. Even better, we have been included for a third consecutive year.

You can read more about our advisers’ inclusion in the guide by clicking here.

C D Financial Ltd profile
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Shirl Green profile picture
Shirl Green
Google star 1Google star 2Google star 3Google star 4Google star 5
Pensions and Investments are a minefield but with the help and guidance from Claire at CD Financial Ltd I feel safe knowing my future is being looked after. Claire explained everything clearly and answered any questions I had. I look forward to working with the Team at CD Financial and would highly recommend them. Thanks again CD Financial!
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DSM Photos profile picture
DSM Photos
Google star 1Google star 2Google star 3Google star 4Google star 5
We were out of our depth when looking for advice with a mortgage for our first time purchase CD came up in some google searches and reviews and we made contact. We have had two meetings now with Leanne, emails and questions in between and she has supported us and put us at ease throughout the process and I know that if I have any more financial questions or queries she will always be there to help can’t recommend enough!
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Daniel Granger profile picture
Daniel Granger
Google star 1Google star 2Google star 3Google star 4Google star 5
Great service from CD financial, Claire and her team took the stress out of the daunting process of organising our first mortgage and even managed to secure us a better rate before we competed on our first home. 5 stars!
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Chris Reynolds profile picture
Chris Reynolds
Google star 1Google star 2Google star 3Google star 4Google star 5
A friend recommended CD financial to me and my partner and we were so happy she did! Leanne, Ruth and the team were so kind and helpful throughout the whole process of purchasing our first home. No question was ever stupid to them, they would answer emails so quickly and were always happy to discuss things over the phone as well. They made the whole process stress free. I would highly recommend and we will definitely come back to them for advise and help in the future! Thank you CD Financial!
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Claire Evans profile picture
Claire Evans
Google star 1Google star 2Google star 3Google star 4Google star 5
Have used CD financial 3 times now. Always an excellent service, highly recommended
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Raj Ahir profile picture
Raj Ahir
Google star 1Google star 2Google star 3Google star 4Google star 5
Start by saying thank you CD Financial in helping to arrange my mortgage to a new provider! Claire, Ruth and Amy have been absolute gems getting the mortgage over the line during a period of rate rises and banks cancelling offers... Claire secured the best rate before the BoE rate rises to manage inflation. The team then supported me and followed up with the appointed solicitors right the way through the process, which removed so much stress. CD Financial definitely gets a 10/10 score from me.
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Helen Barker profile picture
Helen Barker
Google star 1Google star 2Google star 3Google star 4Google star 5
We can’t recommend Claire and her team highly enough. She has provided outstanding mortgage and investment advice over the last few years and always takes the time to listen to your needs before providing a tailored solution. We wouldn’t consider going anywhere else.
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Robert Corbett profile picture
Robert Corbett
Google star 1Google star 2Google star 3Google star 4Google star 5
Great and quick service from Claire and the team as always, keep things flowing and always staying in touch n keeping updated.
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Breakpoint24 profile picture
Breakpoint24
Google star 1Google star 2Google star 3Google star 4Google star 5
Fantastic service in all the years we've been dealing with Claire, and now the rest of the team at CD Financial. Would not hesitate in recommending to anyone looking for financial advice/assistance.
Give us a call.
01952 455 775
Visit our Shifnal office.
4 Church Street, Shifnal, Shropshire, TF11 9AA

C D Financial Ltd profile

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