With you every step of the way.
As an independent, family and staff-owned business, we understand the importance of a personalised approach. Our aim is to form a long-lasting relationship with each and every client, that spans generations. That way, we can make sure we genuinely understand your needs, and adopt a flexible approach so you receive the most appropriate solution to your financial needs. This can be in the form of standalone financial planning or investment management – or a combination of the two.
As a member of the Coghill family who founded City Asset Management, Tracy is best placed to guide you to the right team member to help you with your financial needs. Please fill in the form below and she will be in touch.
