It’s no exaggeration to say that the COVID-19 global pandemic has had a major impact on all our lives. It seems like almost overnight the way we live, work and think was turned on its head. And in ways we could never have believed possible just a year ago. But there have been some positives.
On a simple level, people seem to have become a little more respectful of each other. And lockdown has definitely given us the chance to enjoy a slightly slower pace of life, spend more time with our families, take stock and delve into what’s really important to us. At Citywide, it has also made us realise just how important our company values are.
Values for life
Our values have always been at the heart of everything we do. But as we’ve supported our clients through these unprecedented times, we’ve realised that they’re more important than ever. Yes, the future may be uncertain, but there’s one thing we know won’t change. Our values are set in stone. They’re here to serve you and all of our clients, but also future generations too – like your children and your children’s children. As we emerge from this crisis and face the next ten years, it’s comforting to know that these values will stay with us and carry us forward.
Successful wealth planning should never be a quick-fix. We believe that for it to work, you need to put in some long-term planning from the very start. That’s why we seek to build lifelong relationships with our clients. In fact even beyond that – we’re here to support your children and grandchildren too. No matter what happens now, or in the future, we’ll be there to guide you through each change or new opportunity, ensuring your wealth is managed every step of the way.
On the right path
If you don’t have goals, how can you know when you’ve achieved success? Our job at Citywide starts by understanding where you are today – and then discovering where you’d like to be tomorrow. Once we have a clear idea of your hopes, aspirations and goals, we can use our knowledge and expertise to make a plan for the future. One that can guide you effortlessly to the place you want to be.
By your side
With Citywide you call the shots. Our financial advice is built around you, so we’re happy to meet up as often or as little as you need. And we hope you’ll find it reassuring to know that should life throw up something unexpected, we’re always on call to offer support and guidance. Our relationship with you is all-important – and if you’re successful, that means we are too.
We’re firm believers that you can’t make sound investment decisions without solid foundations. So everything we do is built on robust academic research and decades of market experience. This expert knowledge helps us continually review and refine our financial strategies and informs the way we work with our clients. For us, it’s a measure of how much we strive for reliability, integrity and success. For you, it’s hopefully something that will give you confidence and total peace of mind.
Open and honest
We’re not here to blind you with science or shroud your finances and investments in mystery. We work hard to take the complex and make it simple to understand – at every step our aim is to provide complete clarity and total transparency. It makes perfect sense. If you fully understand what your options are, it’s so much easier to make clear, informed decisions and trust that your money is working as hard for you as it possibly can.
Facing the future
We hope you haven’t found lockdown too challenging and that you’re adapting well to this ‘new normal’. Keep focusing on the positives, hold onto your dreams and together we will march into the future with a real sense of confidence.
If anything is concerning you, or you want to review your wealth management plans, just pick up the phone and speak to us on 01372 365950.