It’s hard to know who to trust with your money – but there is good reason to choose this financial advice firm. City Investments achieved Chartered Adviser status with the London Institute of Banking & Finance in 2018, meaning they join an elite band making up less than 10 per cent of all UK financial advice companies. “Customers can be confident they’re dealing with an established company and getting the very best service from experienced advisers, who have advanced qualifications and the ability to give detailed and complex advice across a wide spectrum,” says Fulwood resident Martin Newton, who started the company in 2006 with Will Scott, at Lane Ends. They currently have four advisers with over 90 years combined experience of face-to-face financial advice. “Little things make us different,” says Will. “We encourage all our clients to pick up the phone or call in to discuss their financial issues with us when they arise.”
Almost all their business comes from satisfied clients referring friends, family and colleagues. Each client has a dedicated adviser. “We pride ourselves on building a relationship with our clients throughout their lives, so that when they contact us, they know the person they are talking to and have total confidence that their requirements will be dealt with quickly and professionally. “We advise on complex financial matters in a simple, concise manner and we have links to solicitors and accountants to make complex financial transactions easier for clients.” The cost of your first meeting is footed by City Investments. They provide a full financial review and advise on your best options, including life cover and protection, investments and savings, retirement planning and pensions (including options at retirement), mortgages and inheritance tax planning. They always advise on the best way to make and save you money.
Areas of expertise
- Investments
- Mortgages
- Equity Release
- Savings
- Protection
- Tax planning
- Pensions
