Citywide Financial Partners specialise in financial advice and wealth management for families, professionals and entrepreneurs wanting to make the most of their future. Unifying your goals, lifestyle and wealth, we offer expert support your family can depend upon – today and for generations to come.
Our clients
"We have found someone we can trust with our financial well being."
"We have referred Citywide a number of times and wouldn’t have done so if we weren’t very happy."
Our Credentials
CISI-accredited
We’re members of the Chartered Institute for Securities and Investments – the UK body safeguarding integrity and excellence among finance, securities, investment and wealth management professionals.
The ISO 22222 Standard
Setting the bar for financial planners’ experience, skills and behaviour, ISO 22222 specifies the financial planning process and methods Citywide and all other wealth managers must adhere to.
The BS 8577 Standard
Defining how we should work with our clients and each other, the BS 8577 Standard guarantees professionalism and effectiveness in financial advisory services for private and corporate clients.
Our Updates
If I were a rich man…
31st January 2017
An interesting view point from our Investment Strategist: We tend to regard wealth as financial assets, large …
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2016 Markets in Summary and in Context
20th January 2017
An update on the markets from our investment partners: In 2016, the UK market reached new highs …
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Autumn Statement 2016
15th November 2016
Philip Hammond delivers an Autumn Statement to make the UK match-fit for Brexit Our full summary of …
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We know that choosing the right professional financial adviser can be difficult. If you’d like to find out more about Citywide Financial Partners, book an appointment and we’ll travel to meet you – wherever and whenever suits you.
We’ll explore your goals and aspirations and discuss building a strategy to get you where you want to be – all at no obligation to you.
