City Capital Analysis Ltd

Independent Financial Adviser 68 Congreve Road, Worthing, West Sussex, BN14 8EJ
First meeting at adviser's own cost
Response rating
10/10
FCA verified
13th August 2018
I will help you cut through the jargon surrounding Pensions and Investments to enable you to make the best decisions.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group pensions
    • Group protection
    • Equity release
    • Wealth management
    • Long term care
Meet our advisers
Stephen Worsfold Chartered Financial Planner
Principal
Accreditations
Chartered Financial Planner
What our clients say
We went into taking my Pensions blind -after your visit and advice our eyes are wide open-thank you for putting our minds to rest and taking a load off our minds by sorting out the best pension for us and increasing the Pension initially offered buy our original Pension provider. Highly Recommended.
Keith and Julie Moulding, Goring By Sea
We were really pleased with the service Steve was able to provide. He was able to explain complicated matters to us in a way that was easy to understand. We found him to be friendly and trustworthy and would have no hesitation in recommending his services.
Keith and Brenda Johns, Storrington
I have been very pleased with all that Steve has been able to do and I know that I can call him any time if I need advice. Steve has been able to explain complex issues very simply.I would have no hestitation in recommending his sevices
Pat Saunders, Shoreham By Sea
“It is comforting to know that Steve cares about you and your finances.I have known Steve for the last 10 years and I have come to rely on him for guidance on my investments.He has always been helpful,kind and caring”
Mrs Edna MacMahon, Worthing
"I thought it was about time I expressed my thanks and gratitude for your help in sorting out our finances. At the time you came to see us our situation was very difficult because of my husband's illness etc. You gave us complete confidence in your advice and you were very sympathetic with our circumstances. Your knowledge was very impressive but most of all you made everything very simple to understand and were so willing to help. Nothing seemed too much trouble for you and you gave your time and professionalism without any pressure at all. I really appreciated your help at the time and your ongoing interest in us. I know everyone is in business to make money but somehow you manage to combine this with a very apparent compassion for people and their circumstances and only act in their best interest. Thank you again."
Chris Buckenham, Lancing
We found Steve's advice extremely helpful in obtaining the best deal for us and explaining everything clearly.I would be happy to recommend his service to anyone who is seeking advice on equity release
Mrs Margaret Curtis, East Preston,West Sussex
Where to find us
About us

I have been helping clients in Sussex and Surrey achieve their Financial goals for over 20 years now,building wealth and passing on assets to families.

CCA are a firm of independent Financial Advisers providing whole of market, impartial, holistic financial advice.

Clients are invited to share our state of the art technology allowing them to gain access to all their financial information via a secure web portal.

This approach has allowed us to completely streamline the advisory process and gives our clients an unprecedented level of service.

Our goal is to help clients meet their financial planning requirements as they move through the different stages of their lives.

We pride ourselves on delivering a personal service tailored to the needs of each of our clients. This includes regular meetings with clients to ensure that financial solutions continue to meet their needs.

We are part of the Best Practice Network based in Horsham,a market leading company.

Our services

Putting together your various Pensions Pots.
Advising on transferring Pension arrangements where appropriate.
Checking that you don’t have any Investments that are not performing well.
Advising on Tax Reliefs that you may not be claiming on your Investments.
Drawing down your Pensions in a cost-effective way.
Passing on your Pensions and Investments to your Family,whilst maintaining control of them.
Reducing the impact of Inheritance Tax for you and your family.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Stephen Worsfold is a registered individual of City Capital Analysis which is authorised and regulated by the Financial Conduct Authority.

City Capital Analysis is an appointed representative of Best Practice IFA Group Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA number 223112

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