City Asset Management plc

Financial Adviser (Restricted Whole of Market) City Asset Management Plc, 7-11 Bishopsgate, Greater London, London, EC2N 3AR
FCA verified
17th December 2018
Family and employee owned business offering lifestyle financial planning, bespoke discretionary investment management and model portfolio services.
We can advise you on
    • Wealth management
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Chris Green
Head of Financial Planning
adviser-person
James Martin
Financial Planning Consultant
adviser-person
David Bethell
Financial Planning Consultant
Where to find us

City Asset Management Plc, 7-11 Bishopsgate, Greater London, London, EC2N 3AR

About us

City Asset Management is an investment management company dedicated to the maintenance and preservation of the asset base and wealth of its clients. The company is authorised and regulated by the Financial Conduct Authority (FCA) ensuring that its conduct and practices are governed appropriately.

The company, founded in 1988, is mainly owned by the working directors and, as a result, is free from any bias or conflict of interest which might arise from ownership by an institutional parent.

Our clients vary from private individuals to charities and corporate bodies, and we work together with their professional advisors where applicable. We adopt a flexible approach to ensure that clients receive the most appropriate solution to their financial requirements and goals.

Our services

Free no obligation initial meeting/telephone conversation to discuss your personal circumstances. We advise on a number of areas including pension/retirement planning, estate planning & inheritance tax mitigation, tax planning, life assurance & protection, cash flow planning/budgeting, domicile and residency issues. Our investment specialists manage wealth on a discretionary basis and liaise with the financial planning team to ensure the investment strategy fits in with the overall financial plan of clients whilst also taking into consideration their tax status. We also run model portfolios and a highly successful AIM portfolio service as an estate planning solution.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000

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