It’s never too late to plan for tomorrow.
Our expert team of financial planners can help you set a clear plan for the future, and organise your finances so you meet your goals. Whether it’s helping you get the lifestyle you want, the income you need, or simply to make sure your family are always looked after.
Thorough. Detailed. Dynamic.
A holistic approach to planning.
What we mean by holistic is that we take a comprehensive look at your needs, aspirations and goals. We focus on what you want to achieve and blend this with financial planning in a combined strategy to create a detailed financial plan.
Financial planning is a dynamic process and we understand that your goals may change over the years due to changes in lifestyle or major life events. We revisit and revise your plans on a regular basis so that you stay on track with your financial goals.
How can we help you?
Financial planning is essentially about giving you the means to live the life you want to live. Making sure you have enough funds to stop doing the things you have to do and start doing the things you want to do. Whether you require a full planning service, or just advice in specific areas, we can help you with life’s pressing questions such as:
- How will my family be looked after in the event of my early death, or serious illness?
- When can I retire and live the retirement I’ve dreamt of?
- Can I afford to pay for my children or grandchildren’s education?
- How do I leave a legacy to my family, but have enough for potential care costs in later life?
Get in touch.
Please fill in the form below if you’d like one of our team to contact you to discuss your financial planning needs.
“We’re impressed by City Asset Management’s personal and caring approach to us. Since becoming clients, we’ve enjoyed the continued help and assistance they’ve provided, particularly when considering that all our investments are required to be in accordance with Church of England ethical guidelines. We’ve enjoyed very satisfactory results even with our risk profile being moderate, and wouldn’t hesitate in recommending them for their professionalism and caring attention to clients’ needs and financial welfare.”