When it comes to your wealth, we understand that you need a company you can trust. Our team are all highly qualified and have both the experience and integrity to handle your financial planning needs, no matter how complex. Equally as important, they're all dedicated to understanding your personal circumstances and what you want to get out of life. We think that's the key to providing wealth management that works for you and your money.
But don't just take our word for it. To really understand how we can benefit you, your family or your business, read the stories of some of our clients or take a look at the accolades we've received over recent years.
CISI Accredited Firm
The Chartered Institute for Securities and Investments (CISI) exists to set standards of professional excellence and integrity for the securities and investment industry.
Citywide recently came Highly Commended for the CISI Accredited Financial Planning Firm of the Year award for 2019. Our recognition with this prestigious title confirms us as one of the UK's top financial planning firms, and endorses our work within the Financial Planning profession.
Pension Transfer Gold Standard
Citywide has been awarded the Pension Transfer Gold Standard from the Pension Advice Taskforce (PAT), who form part of the Personal Finance Society. This accreditation is awarded to companies at the peak of their discipline; the Pension Transfer Gold Standard represents our commitment to practicing at the highest attainable level.
THE TRADE MARK SURREY HILLS
The Trade Mark Surrey Hills is an accreditation awarded by Surrey Hills Enterprises and is a Mark of outstanding local provenance, quality and sustainability. The Award promotes the best of what Surrey has to offer. It celebrates those businesses and organisations of high quality that reflect and support the distinct and special nature of the Surrey Hills and who share the values of supporting the local environment.
