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 >
The Citywide Way
Discover
Your first step is participating in our Financial Success Programme®.
Design
Based on the goals you articulate, we create a completely bespoke financial programme for you.
Nurture
We’re at your side with personal support, every step of the journey.
Empower
You and your goals matter deeply to us – so we work flexibly to empower you to live the life you want.
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.
Of our clients would recommend us to friends, family and colleagues
Of our clients say we’ve helped them achieve their financial goals
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 inspire a great deal of trust and confidence.”
Citywide Financial Client
Mr & Mrs C