As dedicated systematic investors [1], we constantly strive to enhance our approach, ensuring it aligns optimally with our financial objectives. In recognition of the inherent unpredictability of short-term market movements, we resist the urge to time …
Client Services Executive Luke Beale tells us more about himself: Q: What has been the journey that led you to becoming a Client Services Executive? I joined Citywide Financial Partners in 2010 and spent a number of years working as the Client Services …
Over the years, the brightest brains have turned to technology and delivered incredible solutions to improve our daily lives. Meanwhile, the smartest criminals have also turned to technology to attempt identity theft, fraud and malicious scams on an ex …
Here at Citywide, we’re a company that’s committed to our clients. Developed by and for you, we want our services to have absolute client focus, so that whenever you come to us, you walk out of our doors feeling entirely satisfied. This is just one of …
Citywide are joining the activities happening all over the world for the IOSCO ‘World Investor Week’ Financial Planning Day. We’re taking part by sharing tips, advice and guides to support consumers in achieving their financial and life goals. Knowing …
The world of finance can seem immensely perplexing, with so many routes available to both the financial novice and financial expert. In a world which changes on a daily basis, it can be difficult to know whether or not you’re making the right choices. …
Whatever stage you’re at in life or with your business, we have the expertise to provide you with truly intelligent and tailored financial planning and wealth management advice. Find out more about our approach in the video below: Transcript: Welcome t …
Annie and Peter Chambers give their view on Citywide Financial Partners. Transcript: Meet Our Clients Annie and Peter Chambers How did you find out about Citywide Financial Partners? Peter: In the role that I was doing as a coach and a mentor to busine …
At Citywide one of our specialisms is working with business owners on their financial plans. As a business you’ll understand the importance of your star performers and you’ll appreciate the value of rewards and incentives to keep them doing what they d …
For the last 13 years we have worked at providing our clients with investments that captured the capital market return at low prices. Over that time we have swum against the tide of popular opinion that advocates active fund management and constantly c …
Last month we spent a day with some of our clients making some promotional films for Citywide. We used the stunning venue Rudding Park as a backdrop and we are looking forward to sharing the finished project with you soon. Here are some behind the scen …
We are pleased to announce that once again we have achieved the British Standards: BS 8577 for excellence in Financial Advice and Planning and both of our advisers Clinton Askew and Ian D’Arcy are ISO 22222 certified. BS8577 defines best practice in fi …
At Citywide many of our clients are business owners so we’re familiar with the challenges and benefits of running a business. We’re all familiar with the importance of planning, and who among us has never come home after a long day at the office claimi …