Working with Professional Partners
We're independent and that's how we intend to stay. It means we have the freedom to choose the professional partners we work with - and only work with those that share our client-centred approach.
We work with accountants and solicitors who share our ethos.
Our expertise spans all areas of financial advice, but particularly family wealth management, investment structuring, pensions and Financial Planning for business owners, especially family businesses. We also provide bespoke Trusts and investment advice for Trustees.
If you are a Lawyer or Accountant seeking to evolve your proposition or access personalised support for your clients in areas that may fall outside of your expertise, and would like to explore working together, please get in touch with us at firstname.lastname@example.org.
"The team at Citywide Financial Partners offers a truly unique approach to client care, and show real dedication in providing a very professional and personalised service. We have worked with Citywide for more than 10 years on accountancy, business advice and tax matters for both them and their clients. We have also recommended many clients to this company. Understanding how their investment and business systems work and being involved in their Partnership system, means we have real confidence that both our clients and theirs will be very well served.”
Simone Freedman, Owner
Chartered Tax Adviser
"Whenever we work with Citywide we have always found them to be professional and willing to share ideas. Just like us, client satisfaction is their top priority.”
Simon Tyler, Managing Director
Tyler Mortgage Management Ltd