At Citywide Financial Partners, we understand that financial advice needs to be entirely personalised to your needs in order to help you realise the benefits. For this reason, we take a completely holistic approach which takes into account your wider objectives, including those which aren't financial. As well as being wiser with your wealth, you can experience a new sense of control and direction thanks to a clear programme for managing your assets effectively.
An integrated plan for personal finance
By getting your assets functioning as a whole, you can achieve increased efficiency and focus. At Citywide, we get to work coordinating your IHT planning, pension and investments, offering you the peace of mind which comes with knowing you are making the most out of your assets, rather than leaving them as disparate entities full of untapped potential.
The Citywide approach
At Citywide, we understand that financial advice needs to be entirely personalised to your needs in order to help you realise the benefits. For this reason, we take a completely holistic approach taking into account your wider objectives, including those which aren't financial. As well as being wiser with your wealth, you can experience a new sense of control and direction thanks to a clear programme for managing your assets effectively.
An integrated plan for personal finance
By getting your assets functioning as a whole, you can achieve increased efficiency and focus. At Citywide, we get to work coordinating your IHT planning, pension and investments, offering you the peace of mind which comes with knowing you are making the most out of your assets, rather than leaving them as disparate entities full of untapped potential.
Expert advice, clear direction
With an unpredictable job market and unexpected costs outside of work, we never know what the future can bring. But what we can do is plan effectively for it, and Citywide's Financial Success Programme is tried and tested when it comes to providing clients with long-term stability. We can do this in a number of ways, including optimising shares options and pensions, as well as diversifying and reducing concentrated risks in your investment portfolio.
Let's talk
We pride ourselves on being the best listeners in the business - only by building up a clear understanding of our clients' outlook and objectives can we put together the perfect financial plan. To learn more about Citywide's financial advice for executives, call us today on 01372 365950.