City Financial Inverness

Independent Financial Adviser  Duncan House, Inverness, Inverness, IV2 5HZ
First meeting at adviser's own cost
Independent advice on a range of financial planning from buying first home to drawing pension benefits.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Kevin Munro
About us

City Financial Limited offers sound independent advice on the full spectrum of financial products and services available both to the consumer and to the business owner. Our aim is to provide our clients with a flexible, high quality service, tailored to best suit the specific financial requirements of your individual lifestyles, or business. With a total of £500 million funds under management serviced by 34 advisers and support staff from offices across Scotland. We are well placed to guide you to the best solution.

Our services

Our specialist team of experienced Independent Financial Advisers (IFAs) are hand-picked to provide expert advice in a friendly, confidential and efficient manner. Committed to achieving 100% customer satisfaction, and operating with the highest integrity, our IFAs actively seek realistic financial packages best suited to an individual's personal lifestyle, while at the same time ensuring that the widest possible choice is presented.

Where to find us
Head office address: Duncan House, Inverness, IV2 5HZ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 3rd August 2020

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