Choosing where to turn for financial advice is a big decision.
At City Investment and Insurance Services (CI&I), clients always deal with a dedicated adviser taking the time to understand their circumstances, family, and goals.
The firm has been part of the Preston community for over 19 years, with most clients coming
through recommendations. As Chartered Advisers with the London Institute of Banking & Finance, CI&I belongs to a select group of UK firms recognised for the highest professional
standards. Collectively, the team has more than 100 years of experience guiding people through life’s financial decisions, with clarity and confidence.
The firm supports clients at every stage of life. For first-time buyers, advisers can arrange the right mortgage and protect it with home insurance. For those building wealth, they create investment plans that balance risk and reward in line with individual circumstances. When it comes to family protection, they ensure clients have the right cover so loved ones are looked after.
Retirement planning is a key area of expertise. Whether clients are just starting to think about their pension or weighing up options as retirement approaches, advisers explain everything clearly and ensure choices are understood. Where needed, they also work alongside solicitors and accountants to simplify complex financial matters.
The firm’s approach is straightforward: listen carefully, explain in plain English, and provide tailored advice. Each client has a named adviser they can contact directly, offering reassurance that your needs will be handled promptly and professionally.
The first meeting is complimentary, giving clients the chance to sit down with an adviser, review circumstances in detail, and receive practical guidance on the best way forward.
City Investment and Insurance Services – local, qualified, and always there when needed.
AREAS OF EXPERTISE
-Protection: Life cover, critical illness, income protection, unemployment cover, business protection, home insurance.
-Investments: -Investment ISAs, unit trusts, investment bonds, structured investments &
more.
-Pensions: Retirement planning, including personal pensions, SIPPs, pension switches & pension consolidation. ‘At retirement’ advice, including flexible access drawdown & annuities etc.
-Estate & Tax Planning: Tax efficient savings/investments, tax-relief modelling (pensions), capital gains tax mitigation, inheritance tax mitigation strategies & advising on implementing trusts
-Mortgages: All types of mortgages: residential, buy-to-let, first time buyers etc.
Authorised and Regulated by the Financial Conduct Authority
