Financial Planning built for you
Led by Clinton Askew, Citywide Financial Partners offer intelligent, independent wealth management and advisory services for clients across the UK, travelling from our head offices in Surrey. With a reputation for innovation, insight and excellence, we pride ourselves on our relationships with clients – providing one-on-one support and our uniquely structured approach to wealth management, the Financial Success Programme.
Our Financial Success Programme combines expert investment consulting skills and advanced planning techniques in a programme designed to maximise your wealth and enjoyment, by freeing you from the stress of money management. Based in Surrey, our team of professional and dedicated wealth management experts are ready to work with you, wherever you are.
As you might expect, we have decades of financial experience between us. But what really sets us apart is the way we build such strong relationships with our clients - ones that stand the test of time. With intelligence, integrity and above all, insight, we're one wealth management team you'll come to depend upon.We are guided by a number of core principles to create the best outcome for your wealth:
Now and Forever
Successful wealth management involves long-term planning from the very start. We seek to build lifelong relationships with our clients and beyond, supporting your children and grandchildren. We will be there beside you through opportunities or change, guiding you and your family to manage your wealth accordingly.
On The Right Path
Without goals, it’s impossible to know when you’ve achieved success. We’ll start by understanding exactly where you are today and what you want to achieve tomorrow. With our expertise and guidance, we’ll lead you effortlessly to the place you want to reach.
By Your Side
Our financial advice is built around you. We’ll meet as often or as little as you need and are always on call to offer support and reassurance with whatever life throws up. Nothing is more important to us than our relationship with you: your success is our success.
Sound investment decisions demand solid foundations. Citywide builds on robust academic research and decades of market experience to continually review and refine both our financial strategies and client relationships. We strive towards reliability, integrity and success, giving you confidence and peace of mind.
Open and Honest
Your finances and investments shouldn’t be a mystery. Our strength lies in taking complex concepts and making them easily understood. We strive to provide clarity and transparency every step of the way, helping you make clear decisions and trusting your money is working as hard as possible for you.