No two people share the same goals and aspirations or the means to achieve them – which is why successful wealth management is different for each of us. Citywide Financial Partners start building your wealth plan by getting to know your life and goals in detail, setting the pace for our working relationship with you. You can judge us by the results. Our first clients have stayed with us since we were founded in 2004.
We don’t sell financial products or offer off-the-shelf solutions. Instead, we seek to understand you and your family; then we help you achieve your goals – setting your path in clear terms and supporting you every step of the way.
Who we work with
We work with individuals from a diverse range of backgrounds, across the UK. Many of our clients work in professional services; others are entrepreneurs and executives. Most have assets to be invested, are planning for retirement or seeking to pass their estates to their children and grandchildren. All have a desire to live a more fulfilled, more secure lifestyle.
Time to talk
For the busiest of us, financial planning is too often forgotten. We create space to discuss your wealth and what it means to you, then implement a plan – so you can spend more time doing the things you love.
The bigger picture
We ask the challenging questions others shy away from, unearthing your motivations and understanding what would make your life the most fulfilled. Together, we’re able to make the right financial choices now and in the future.
To love and protect
Our wealth management and financial advice extends to your family and loved ones. We’re on hand to answer their questions, offer financial education to younger generations and help you pass on your wealth efficiently.
Peace of mind
Our Financial Success Programme enables you to lead the life you want, without the stress of money management. We’re on call, always – as a sounding board, critical friend and financial partner.
Everything in one place
MyCitywide is a service provided by Citywide Financial Partners for the benefit of you, our client. It provides you with the ability to view all of your financial information, in one place, with a single login and password.