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.
The ISO 22222 Standard
ISO 22222 defines the process for personal financial planning firms and ensures they operate with ethical behaviour competences and experience requirements. The assessment is performed by Standards International. Our founder & Managing Director, Clinton Askew holds this standard and has done since 2012.
The BS 8577 Standard
BS8577 defines best practice in financial advice and planning firms. It recognises firms with efficient and transparent financial planning processes.
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.
Citywide Financial Partners were highly commended as the 'Investment Adviser of the Year' in the 2018 Moneyfacts Awards. The rigorous application process included client feedback and an assessment of our investment approach. This recognition is testimony to the service we provide to our clients with the aim of supporting them in achieving their life long goals.