Financial Planning built for you
Led by Clinton Askew, Citywide Financial Partners offer intelligent, independent wealth management and advisory services for clients across the UK, travelling from our head offices in Surrey. With a reputation for innovation, insight and excellence, we pride ourselves on our relationships with clients – providing one-on-one support and our uniquely structured approach to wealth management, the Financial Success Programme.
Our Financial Success Programme combines expert investment consulting skills and advanced planning techniques in a programme designed to maximise your wealth and enjoyment, by freeing you from the stress of money management. Based in Surrey, our team of professional and dedicated wealth management experts are ready to work with you, wherever you are.
As you might expect, we have decades of financial experience between us. But what really sets us apart is the way we build such strong relationships with our clients - ones that stand the test of time. With intelligence, integrity and above all, insight, we're one wealth management team you'll come to depend upon.We are guided by a number of core principles to create the best outcome for your wealth:
Planning for Success
Without goals, it’s impossible to know when you’ve achieved success. The same is true in personal finance. We’ll start by understanding where you are today and what you want to achieve tomorrow. Then, we’ll use our experience and expertise in wealth management to get you there.
Sound investment decisions demand solid foundations. Citywide builds on decades of market experience and robust academic research to refine our financial strategies for the long-term. Successful investment is a marathon, not a sprint; it’s our job to offer direction and clarity every step of the way.
Financial advice by Citywide is built around you. We’ll meet as often or as little as you need and are always on call to offer support and reassurance. Nothing is more important to us than our relationship with you; it’s what we judge our success by.
Pure and Simple
Your finances and investments shouldn’t be a mystery to you. Our strength lies in taking complex concepts and making them easily understood. We offer clarity and transparency in everything we do so you can trust your money is working as hard as possible.
For the Long Term
Successful wealth management is about planning for the worst and hoping for the best. We seek to build lifelong relationships with our clients, their children and their grandchildren. We’re there when new opportunities arise and when things take unexpected turns, helping manage your wealth as circumstances change.