What do you want to do withthe rest of your life?

Get ready for the life
you want

What’s important to you? What do you want to achieve – for yourself, your family and the people you value most in life? We’re here to support you and the people who matter to you, on a journey to achieving the lifestyle you want. From integrated life coaching, through to sensible, effective execution, our independent, expert wealth management makes a difference to people across the UK.

Your Citywide

Professional services partners

You’re working full throttle in an environment where your cashflow can be choppy, and your wealth generation window can be tight. We’re here to support you and the people you care about – effectively and compliantly.

Senior leaders

While you’re focusing on delivering success for your company, who’s looking after the long-term financial wellbeing of you and the people you care about? We partner with you to create – and manage – a unified approach that aligns with your unique goals.

Owner managers

Your life’s work – and wealth – may be locked into one single asset. We’re here to help you with tax efficiency – and to plan for the future financial wellbeing of you and the people who matter to you, including exiting your business.

Retired rethinkers

If your retirement isn’t quite delivering for you financially, we’re here to help. We deploy our deep expertise and work with you, with the aim of re-energising your finances and giving you greater confidence.

Apply to partner with Citywide >

Citywide Finance logo mark graduated colourThe Citywide Way

Discover

Your first step is participating in our Financial Success Programme®.

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Design

Based on the goals you articulate, we create a completely bespoke financial programme for you.

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Nurture

We’re at your side with personal support, every step of the journey.

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Empower

You and your goals matter deeply to us – so we work flexibly to empower you to live the life you want.

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Discover the Citywide Way >

The Citywide experience

Discover a transformative, lifelong partnership where your ambitions drive our approach. As life presents opportunities and challenges, we move rapidly – always keeping your end goals in sight. We’re at your side, inspiring and supporting you throughout with honest, expert and pragmatic advice that makes a difference.

95%

Of our clients would recommend us to friends, family and colleagues

100%

Of our clients say we’ve helped them achieve their financial goals

100%

Of our clients say we understand their needs and objectives

Mr R

Citywide Financial Client

“Citywide’s simple formula for investment impresses me.”

Mr S

Citywide Financial Client

“I have total faith that everything is being so well looked after.”

Mr & Mrs C

Citywide Financial Clients

“Citywide inspire a great deal of trust and confidence.”

Mr P

Citywide Financial Client

“To be at ease with the financial advice that you’re getting is really important.”

“Citywide’s simple formula for investment impresses me.”

Citywide Financial Client

Mr R

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“Citywide inspire a great deal of trust and confidence.”

Citywide Financial Client

Mr & Mrs C

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Meet our clients >