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Welcome to City Financial Planning Limited

Personal finance can be a bit of a maze with so many companies and products out there it can be a real challenge to know what to do for the best.  That's why it pays to take advice about planning and managing your finances, whether you are looking forward to retirement, looking for a mortgage or figuring out where best to invest your money.

An Independent Financial Adviser looks at all the possibilities in the market and will recommend only solutions or products that are right for you.  You will not be restricted to a limited range of options, so it's the best advice you can get.

City Financial Planning limited trading as City Financial Planning limited offers financial advisory services.

We offer a comprehensive financial planning service for all your investment and protection needs:

  • Pension Planning
    When do you want to retire and how much income will you need?
  • Life Assurance
    How much cash would your family need to maintain their current lifestyle if you die prematurely?
  • Income Protection
    Would you require a regular income or a cash sum if you suffered a serious illness or disability?
  • Investments/Regular Savings
    Are you making the best use of any spare capital or surplus income?
  • Mortgages
    Do you want to reduce your current mortgage outlay or are you moving home?

We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.

If you do have any suggestions please e-mail us or use one of our contact forms

The General Insurance Services and made available to you through our website are introduced by ourselves to a third party, however you can be assured the quotes you will receive will be some of the best available in today's marketplace.

Your home may be repossessed if you do not keep up repayments on your mortgage
You can choose how we are paid for mortgages; pay a fee or we can accept commission from the lender.
The Financial Conduct Authority (FCA) does not regulate some forms of mortgage

Personal Finance

LONDON (Reuters) - A lack of specialist advice to all but the well-off leaves a plethora of pitfalls lying in wait for the millions of British pensioners looking forward to their impending freedom to choose where to invest their retirement savings.
LONDON (Reuters) - Complaints against Britain's banks fell in the second half of last year as fewer people lodged objections about insurance protection mis-selling.
LONDON (Reuters) - British mortgage approvals hit a six-month high in February, rising for a third straight month and suggesting the housing market could start to regain momentum, Bank of England data showed on Monday.
FRANKFURT (Reuters) - The Bank of England expects its next move in interest rates to be an increase not a cut despite record low inflation, Bank of England Governor Mark Carney said on Friday, underscoring his difference of view with the Bank's chief economist.
LONDON (Reuters) - Funds that mimic strategies used by active managers for a fraction of the cost could be forced to carry a health warning by regulators who are concerned they may pose greater risks than are being disclosed.