Our Financial Planning services are different to most. At Citywide we take the time to get to know you, your aspirations and your goals in life. That way we can provide advice that is perfectly tailored to you and your situation.
With a highly experienced team and dedicated approach to client relationships, you can be sure we'll help you make the right decisions for your family or your business.
In simple terms
Financial Planning is so much more than just investing in an ISA or taking out the right pension. It should be an ever-evolving plan to ensure you meet your goals in life and make the most of what you have.
It's about planning for the future and ensuring your family is protected whatever life throws at you. That might mean making sure you have a will in place, thinking about how your family would cope if you were to fall ill or even die. It's about looking at all these things together and then deciding the best way forward.
At Citywide, we'll guide you through your options and help you make the right financial choices every step of the way. We're here to help you and your family live the life you want to live.
Everything we do revolves around our Financial Success Programme. This unique five-step plan encapsulates our approach to wealth management as well as our commitment to providing a personal and tailored service to each and every one of our clients.
At the very start, we'll work with you to discover your goals and forge a relationship that's built on trust. Then we'll guide you through your options, helping you understand even the most complex of situations. We're always here when you need us and definitely in it for the long-term.
Our aim is always to help you maximise your wealth, minimise the stress of managing your money and ultimately, get more out of life.
"Citywide was the first one to ask me what I really wanted. The conversation was about my whole life and what it would look like if I was to live it without regret. It was only once we’d had the personal conversation that the whole money thing fell into perspective."
Dawn Lucas Financial Planning Client