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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 finance minister Philip Hammond, under pressure to help weakened Prime Minister Theresa May in this week's budget, promised to speed up house building and said he had some room to help voters despite his squeeze on public finances.
LONDON (Reuters) - Have money, will invest. Coffers brimming from strongly growing economies and buoyant markets, the world's wealthy are providing fuel to history's longest ever equity bull run, lifting share markets to ever higher peaks.
LONDON (Reuters) - Centrica is to scrap a higher rate tariff for new customers as part of industry efforts to see off price caps threatened by the government and said it had no plans to follow rivals and spin off its retail energy business.
LONDON (Reuters) - British households felt more of a squeeze on their finances this month, a survey by data firm IHS Markit showed on Monday, and credit card firm Visa predicted spending over the Christmas holidays would fall in real terms for the first time since 2012.
LONDON (Reuters) - The number of new homes coming onto the market in England reached nearly 220,000 in 2016-17, just short of the pre-financial crisis peak, as the government faces pressure to solve a growing housing shortage.