Citywide Financial Partners specialise in financial advice and wealth management for families, professionals and entrepreneurs wanting to make the most of their future. Unifying your goals, lifestyle and wealth, we offer expert support your family can depend upon – today and for generations to come.
Our clients
"TO BE AT EASE WITH THE ADVICE YOU'RE GETTING IS REALLY IMPORTANT."
"INSPIRES A GREAT DEAL OF TRUST AND CONFIDENCE."
Download our guide
Running your own business can be hugely rewarding, but it takes time and hard work. It’s easy to neglect your personal finances along the way, but you need to make sure both you and your business have a firm financial footing. Download our guide to keeping track of your own money while you build your business.
Our Credentials
CISI-accredited
We’re members of the Chartered Institute for Securities and Investments – the UK body safeguarding integrity and excellence among finance, securities, investment and wealth management professionals.
The Trade Mark Surrey Hills
The Trade Mark Surrey Hills is an accreditation awarded by Surrey Hills Enterprises and is a Mark of outstanding local provenance, quality and sustainability.
Gold Standard
Citywide has been awarded the Pension Transfer Gold Standard from the Pension Advice Taskforce. It is awarded to companies at the peak of their discipline and represents our commitment to practicing at the highest level.
Our Updates
Citywide Paraplanner takes to the skies in charity jump
30th August 2024
On Sunday 21 July, Citywide Paraplanner, Matt Burt, took to the skies to make the two-mile jump …
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Student loans and university fees: To self pay or not?
30th August 2024
If you are able, it seems attractive to help with paying university fees as part of doing …
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Navigating the Murky Waters of Financial Scams: A Guide for the Wise Investor
19th July 2024
Financial scams have become a sophisticated menace, using psychology to bypass the radar of even the most …
Read More >Stay in touch
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