meet the team

"We pride ourselves on a friendly, attentive & professional approach to all our clients,
we are here to help when you need us"

Meet the team

Claire Dentith APFS, Dip PFS, MAQ

Director, Chartered Financial Planner ​

Born and Bred in Telford, Shropshire, Claire attended Thomas Telford School & 6th Form, after 6th form, Claire took on a business apprenticeship, which lead to her first role in Financial Services at Windsor Life Assurance in 2001.
In July 2003, Claire took on her first advice role and never looked back and has been advising clients on all aspects of their Financial planning needs ever since, building long standing relationships.

  • Pension and Retirement Planning – personal and corporate including Director and self employed pensions 
  • Investment and Savings 
  • Estate planning and inheritance tax mitigation planning
  • Mortgages – Residential Purchases & Remortgages, Buy to Let Purchases & Remortgages 
  • Protection – personal and corporate Life, Critical illness & Income protection insurance 
  • Advanced Diploma in Financial Planning 
  • Diploma in Financial Planning 
  • Financial Planning Certificate 
  • Mortgage Advice Qualifcation 
Meet the team

Leanne Tolley, CeMAP CeRER CeSRE

Mortgage & Protection Advisor

Taking on her first role in Financial Services in September 2000, Leanne has developed her knowledge and expertise of all things mortgage, she prides herself on taking time getting to know each client, ensuring they get the right mortgage deal for them. 

  • Mortgages – Residential purchase & remortgages, Help to Buy Purchase & Remortgages, Right to Buy Mortgages, Shared ownership Mortgages, Self employed mortgages, Contractor Mortgages, Poor credit mortgages, Retirement Interest Only Mortgages, Buy to Let purchases & remortgages, Limited company Buy to Let.
  • Protection – personal and corporate Life, Critical illness & Income protection insurance
  • Buildings & Contents
  • Equity Release
  • Certificate in Mortgage Advice and Practice
  • Certificate in Regulated Equity Release
  • Certificate in Supervising in a Regulated Environment
Meet the team

Leanne Charnley

Mortgage & Protection Advisor

Having always had a keen interest in property, Leanne started working for an estate agent in 2011. Seven years later in 2018, she joined CD Financial and quickly became an integral part of the mortgage administration team.

With a passion for helping people, Leanne has since developed her skills and recently completed her training to become a fully qualified mortgage advisor. She is now looking forward to assisting people and helping to make their property dreams come true.

  • Mortgages – Residential purchase & remortgages, Help to Buy Purchase & Remortgages, Right to Buy Mortgages, Shared ownership Mortgages, Self employed mortgages, Contractor Mortgages, Poor credit mortgages, Retirement Interest Only Mortgages, Buy to Let purchases & remortgages, Limited company Buy to Let.
  • Protection – personal and corporate Life, Critical illness & Income protection insurance
  • Buildings & Contents
  • Equity Release
  • Mortgage Advice Qualification
Meet the team

Lyndsay Taylor

Senior Pensions & Investment Administrator

Lyndsay works closely with Claire providing administration and support for our Financial Planning clients from initial contact to ongoing support for our practice clients.
Meet the team

Amber Smith

Pension & Investments Apprentice Administrator

Amber is currently working towards her NVQ in Business Administration. 
She works closely with Lyndsay to support our pension & investment clients. 
Meet the team

Amy Lewis

Mortgage & Insurance Administrator

Amy works closely with our Mortgage Advisors providing full support for our mortgage clients, chasing mortgage lenders and solicitors, keeping clients up to date at every step, helping to take the strain out of the mortgage process.

Meet the team

Ruth Evans

Mortgage & Insurance Administration

Ruth works closely with our Mortgage Advisors providing full support for our mortgage clients, chasing mortgage lenders and solicitors, keeping clients up to date at every step, helping to take the strain out of the mortgage process.

Ruth works closely with Leanne and Claire providing full support for our mortgage clients, chasing mortgage lenders and solicitors, keeping clients up to date at every step, helping to take the strain out of the mortgage process.

Meet the team

Lyndsay Taylor

Pension & Investment Administrator

Lyndsay works closely with Claire providing administration and support for our Financial Planning clients from initial contact to ongoing support for our practice clients.
Meet the team

Leanne Charnley

Mortgage & Protection Administrator

Leanne works closely with Leanne and Claire providing full support for our mortgage clients, chasing mortgage lenders and solicitors, keeping clients up to date at every step, helping to take the strain out of the mortgage process.
Meet the team

Amy Lewis

Mortgage & Protection Adminsitrator

Amy works closely with Leanne and Claire providing full support for our mortgage clients, chasing mortgage lenders and solicitors, keeping clients up to date at every step, helping to take the strain out of the mortgage process.

Meet the team

Amber Smith

Administration
apprentice

Amber is currently working towards her NVQ in Business Administration. 
She works closely with Lyndsay to support our pension & investment clients.