City Asset Management plc
Initial consultation free
Restricted
Family and employee owned business offering lifestyle financial planning, bespoke discretionary investment management and model portfolio services.
We can advise you on
Clients
helped
< 10helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Chris Green
Head of Financial Planning
MR James Martin
Financial Planning Consultant
MR David Bethell
Financial Planning Consultant
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.To check that an adviser is regulated, you can contact the relevant regulatory or professional body .
Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy .
This service is provided by Unbiased Group Services Ltd