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. In this update we want to remind you of our offer for the next generation.
As a client of Citywide, we’re committed to giving you the very best advice we can when it comes to your financial future, with a robust approach to investments, financial planning and wealth management. After all, we’ve been trusted to advise on financial options by clients across the UK, ensuring the very best possible outcome for every person who walks through our doors.
We’re sure you’re as keen as we are to keep the momentum going with financial education and advice, so that you can be sure you’re passing the torch to those who have taken the time to understand their options just as you have. This is even more important when it comes to those people in your family.
This is why we make our clients this unique offer. We want the next generation of your family to benefit from the expertise of our staff, which is why we’d like to open our doors and invite your children to receive the same expert advice you’ve benefited from.
Children of clients are welcome to attend free consultations with our advisers, setting them up with the secure footing they need to start building a sound financial future. We can provide tailored advice, education, and a friendly and knowledgeable guide to help them make the right financial decisions. If they choose to continue with Citywide, we’d be happy to offer them fee discounts on their investments, based on their parents’ portfolios, as well as access to our online portal, MyCitywide, to help them manage their money. We also offer Family Financial Planning sessions where you can discuss your needs across the generations.
If you or your family are ready to take advantage of this offer, book an appointment with us today. When you chose Citywide, you chose the right financial adviser, and now it’s time for your family to benefit from the same. Your family are welcome at Citywide, where we’re building a business for the generations to come.
If you want to know more, our clients Peter and Annie Chambers share their thoughts on Citywide and Financial Planning for the next generation: