Financial Planning Client
It has been a great experience working with Citywide. I did not expect that talking to a financial adviser would be all about me and my life goals.
It is now clear that any financial decisions should be based on what you want to do with your life. Our conversations have helped me make some plans and that has been incredibly valuable.
I have really enjoyed the consultative approach and the way Citywide clearly sets out with the intention of having clients for life. The foundations are certainly in place for that to happen.