A team you’ll want to work with
Intelligent, innovative and determined to help you get where you want to be. Meet our experienced and dedicated team.
Clinton Askew
CEO and Financial Planner
Qualifications: BA (Hons), CERTIFIED FINANCIAL PLANNER™, Diploma in Financial Planning
I established Citywide Financial Partners in 2004 to provide a fresh, innovative approach to personal financial management for individuals, business owners and their families.
Where I believe Citywide differs from other firms is our focus on understanding the whole of you and what you want to achieve before looking at how your money is managed and organised.
I see my role with clients as being a trusted friend as well as a trusted adviser.
In 2009, I was asked to join the Financial Conduct Authority’s Smaller Business Practitioner Panel to represent the interests of smaller independent financial advisers. From April 1 2015 I became Chairman for a two year period. I believe this is an important time for advisers and I am keen to ensure that there is a successful and vibrant independent sector, capable of meeting the needs of consumers in the future.
David Smith
Financial Planner
Qualifications: Diploma in Financial Planning, STEP Certificate for Financial Services (Trusts & Estate Planning)
I joined Citywide Financial Partners in April 2018, having been advising private clients since 2004.
My role as a Financial Planner involves working closely with clients to understand their goals and aspirations, and to help create a financial strategy to achieve these.
I really enjoy meeting clients and see the value in building long-term, trusting relationships.
I also enjoy being part of the talented team here at Citywide, who work very hard to ensure that all clients receive an excellent service.
Outside of work, I spend time with my family and also sit on the board of Governors at my daughter’s primary school.
James Luke
Financial Adviser
Qualifications:
Matt Burt
Paraplanner, Client Services Executive
Qualifications:
Sam Fryer
Client Services Executive
Qualifications:
Tomos Croxon
Client Services Assistant
Qualifications:
Max Sapsed
Client Services Assistant
Qualifications:
Abhi Kalaiventhan
Client Services Assistant
Qualifications:
Gillian Davies
Director of Operations
Qualifications:
Tanya Davis
Personal Assistant to CEO
Qualifications:
Natalie Smith
Operations Manager
Qualifications: BA (Hons) Business Management, CIPD Level 3 Certificate in Human Resources, Fitzwilliam Institute Diploma in Event Management
I joined Citywide Financial Partners in December 2017 after working as a Hotel Manager for a well-known hospitality company. My role involves managing the day-to-day needs of the business including client servicing, HR, marketing and project management. I am really enjoying utilising the skills learnt in my CIPD Level 3 Certificate in Human Resources whilst developing knowledge and expertise in other areas.
In my spare time I enjoy playing netball for a local side in Epsom as well as running and spending time with friends and family.