Working with Professional Partners
We're independent and that's how we intend to stay. It means we have the freedom to choose the professional partners we work with - and only work with those that share our client-centred approach.
We work with accountants and solicitors who share our ethos.
Our expertise spans all areas of financial advice, but particularly family wealth management, investment structuring, pensions and Financial Planning for business owners, especially family businesses. We also provide bespoke Trusts and investment advice for Trustees.
If you are a Lawyer or Accountant seeking to evolve your proposition or access personalised support for your clients in areas that may fall outside of your expertise, and would like to explore working together, please get in touch with us at theteam@citywidefinancial.co.uk.
"Whenever we work with Citywide we have always found them to be professional and willing to share ideas. Just like us, client satisfaction is their top priority.”
Simon Tyler, Managing Director
Tyler Mortgage Management Ltd
