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Financial consultant

CD Financial Ltd 4 Church Street, Shifnal TF11 9AA

CD Financial Ltd-0
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5.0
Open Now
Monday9AM–5PM

01952 455775

http://www.cdfinancial.co.uk/

4 Church St, Shifnal TF11 9AA, United Kingdom

Apply Online

Services

  • General Investment Consulting
  • Investment Advising
  • Retirement Related Financial Consulting
  • Tax Planning
  • Wealth Management
  • Buy To Let Mortgages
  • Defined Benefit Pensions
  • Equity Loan
  • First Time Buyer Mortgages
  • Home Mover Mortgages
  • Home Reversion Plans
  • Income Drawdown
  • Inheritance Tax Planning
  • Investment Advice
  • Investment Plan
  • Investment Schemes
  • Legal Services
  • Lifetime Mortgages
  • Mortgage Protection
  • Mortgage Advice

CD Financial Ltd Reviews

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Natalie Jayne
5.0

We had our mortgage and our life insurance arranged at CD financial, the service was excellent. Being self employed during Covid created some additional requirements, but Claire and her team handled it all for us, taking the stress away and securing us a really good rate. The team is always on hand to take your call, and respond to emails quickly, we highly recommend CD Financial and they will be our go to place for any future needs.Thank you all for helping us to secure our perfect family home :)

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George Pay
5.0

I have recently purchased my first home and used CD Financial to support the process. I could not have asked for a better service from the team as they were responsive, professional and very informative throughout it all. I personally dealt with Leanne who was great in explaining everything to me as a first time buyer.Highly recommend Leanne and the team.George

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Sarah Wheale-Smith
5.0

Great team Who Couldn't Be More Help - would highly recommend. Leanne was a great communicator who gave us clear, informative advise that helped us to make informed decisions. We would have been lost without her and the team at CD Financial.

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Beccy Wraight
5.0

I can not speak more highly of Claire and her team. We used CD financial for advice, our mortgage application and organising building and contents insurance. As first time buyers we had no idea how everything worked. Claire provided us with clear, conscience, honest advice and suggested the best options for our circumstances. CD financial have been amazing since day one all the way through to our completion. They are a highly professional, friendly team with outstanding communication. I would with out hesitation use their service again for any future financial needs.

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Bartek Rogowski
5.0

Best place to leave your finance with. They helped me with a mortgage and not only. Wonderful people. Recommend to all

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Emma Burns (Independent Dance Artist)
5.0

Leanne guided me through the process of buying my first house. She sorted out my mortgage, life insurance and income protection insurance. Leanne filled out all of the documentation and took all the stresses away of trying to understand the terminology. When there were certain aspects of the house buying process I didn't understand, Leanne never made me feel stupid and took the time to explain things to me and ensured that I was happy with the decisions being made. Leanne and her team regularly checked in with me and helped chase up any lose ends with my solicitors.I would definitely recommend CD Financial to anyone and can't thank them enough for all of their support!

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Breakpoint24
5.0

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.

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Lee Wagg
5.0

We have been using Claire's services for nearly 20yrs, in all that time we have always trusted her to provide us a great service for our mortgage, life inurances, etc. She has never let us down, her personal touch and attentiveness is second to none, now she has built a team behind her with the same attitude, values and commitment that we have come to appreciate from Claire. Straight talking, honest and no smoke and mirrors. No hidden charges and as always, she explains everything as we go.I often get called by other financial advisors offering me 'great' deals, well if they were any good, they would be working for Claire already.I wouldn't trust my house or life with anyone else. You would be wise to do the same.

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Christopher Shipley
5.0

My partner and I were in the market for a first home, we went to see Leanne Charnley at CD Financial and she was nothing but exceptional, the meeting we had informative and friendly, she had reviewed our circumstances before hand and came to the meeting with options we didn't think we're available and received a decision in principle the same day.She was always available to answer queries and took what is a very stressful experience into one that I didn't have to worry about.She also provided breakdown of various life protections for us to review in our own time with no pressure.Will happily recommend.🌟🌟🌟 🌟 🌟

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the mart
5.0

Fantastic company, with a great team. They helped me sort out my mortgage and my pension.

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