Claire Dentith

Claire Dentith

C D Financial Ltd

Claire's reviews

Reviewed for

Insurance and Protection ( 7 )

Mortgages ( 20 )

Pensions ( 25 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 11 )

Investments and Savings ( 15 )

Pension Transfers - Non Specialist ( 4 )

Inheritance Planning ( 4 )

Pension Transfers - Specialist ( 3 )

Financial Planning ( 12 )

Financial Mentoring ( 1 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 5 )

£200k - £500k ( 3 )

£100k - £200k ( 3 )

£50k - 100k ( 3 )

Up to £50k ( 9 )

Review

by a verified client in Shropshire

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Help with private pensions

How has Claire Dentith helped you?

Helped with decision and life choices.

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Kent

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I needed a certificate from a facial advisor to allow me to take my pension as a lump sum.

How has Claire Dentith helped you?

She looked through my finances and liaised with my pension provider.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything was good so no improvements needed.

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Claire

Excellent advice regarding pensions

Review

by a verified client in Shropshire

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

We needed to sort our pensions and investments

How has Claire Dentith helped you?

Claire has sorted all our pensions and investments so we can achieve our income goal when we retire

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing all as was promised

Review

by a verified client in Shropshire

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I wanted to take my pension as a drawdown

How has Claire Dentith helped you?

She manages the funds and keeps me updated. I can ask for advice when needed.

Have you seen the outcome you were hoping for?

Not sure how to answer this as the world is very unstable at the moment.

What could they have done better?

Dont know