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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) - British pensioners would be hundreds of pounds a year worse off if the country left the European Union, Chancellor George Osborne said late on Thursday in the government's latest warning on the costs of voting to leave the bloc.
LONDON (Reuters) - British investors have raised the share of cash in their portfolios to five-month highs, bracing for any market turmoil from a possible "Brexit" vote at next month's referendum and interest rate rises in the United States.
LONDON (Reuters) - Morale among British consumers edged up in May but uncertainty around next month's referendum on European Union membership continued to cloud the economic outlook, a survey showed on Friday.
LONDON (Reuters) - The number of mortgages approved by British banks in April fell to its lowest number since March 2015, hit by the introduction of a higher tax on buy-to-let properties, industry figures showed.
LONDON (Reuters) - Charges on Britons cashing in their pension early will be capped at 1 percent of the pot's value from March 2017, the Financial Conduct Authority proposed on Thursday.