Claire Dentith

With over 20 years of experience in financial services, I’ve been helping clients plan for their financial future since 2003. Whether you’re buying your first home, securing a better mortgage deal, protecting your family, or planning for retirement, I can help you understand your position and options, so that you can turn your dreams into reality. I specialise in: 1) Pensions & investments 2) Estate & tax planning 3) Mortgages & protection In 2015, I set up CD Financial with a simple goal: to build an advice practice where clients are at the heart of everything we do. When I’m not working, you’ll find me: - Swimming with my little ones - Baking treats with my family - Exploring the countryside with our Dalmatians Not sure if I’m the right fit for you? Read below to find out more about how CD Financial could help you. Financial planning and mortgages delivered with a personal touch. Taking control of your finances is one of the most important steps you can take toward achieving your goals. At CD Financial, we provide expert financial planning and mortgage advice designed to help you build a secure future with confidence. Helping you plan ahead and achieve financial freedom. We believe the more you plan, the stronger your future becomes. That’s why our service is designed to be long term, giving you the confidence to reach your goals, year after year. Who we help: - Business owners - Self-employed professionals - Retirees - Young professionals - Those navigating major life events - Families planning to leave a legacy - First-time buyers - Home movers - Remortgages - Later life lending Why choose us? - Rated 5/5 on Google - 98% of our clients would recommend us to their friends, family, or colleagues - 98% of our clients believe working with us has helped or will help them achieve their financial goals - 99% of our clients were satisfied that we understood their needs, goals, and aspirations Get in touch: 01952 455775 claire.dentith@cdfinancial.co.uk 4 Church Street, Shifnal, Shropshire, TF11 9AA Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help with everything from buying your first property, to remortgaging, or funding investment in property. Warning: YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most Buy to Let mortgages are not regulated by the Financial Conduct Authority. Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension). Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.