Finding the right financial advisor can seem complicated. It can be tough to find an advisor that’s focused on your needs, rather than on the fees.
At Citywide, we want to help you prepare for a future that’s rich and enjoyable for you and your family. Whether you want to take a look over your investments or change your pension plan, we can help.
Our Approach
Our focus is entirely on finding you the perfect investment options to ensure you can make the most of retirement. Firstly, we’ll make sure we have a thorough look through your financial state as it stands today, to ensure our recommendations are tailored exactly to you. Once your investments are in place, we’ll regularly meet with you to review your options, and to see if we can improve things further. We’ll always let you know if a new opportunity has arisen that might suit your needs better. In the end, our aim is to ensure that you enjoy your retirement, safe in the knowledge that your family will be financially better off in the months and years to come.Your Needs
We know that you want to take care of both yourself and your family. However, in a market where pension regulations are constantly evolving and plans change, it can be tough trying to navigate what are often tricky waters. If you’re a retiree, you’ll naturally want to secure your income, and potentially make plans for the next generation. Many retirees are concerned about poor asset allocation; about investing money in the wrong places and ending up with nothing to show for years of careful saving. Making the right investments is the key to ensuring a fulfilling future for those you love, and our specialist advisors will help you towards a bright financial future.
"To say that it has been a positive experience is an understatement." Ron & Joy Russell-Hobbs - Retirement Planning Clients
