City Gate Aberdeen Limited
With regards to the rapidly changing situation with Coronavirus, we have decided to take a number of actions to protect our clients, staff members and their wider families.
WE ARE NOW OPEN FOR FACE TO FACE BUSINESS WITH THE FOLLOWING RESTRICTIONS IN PLACE:
A maximum of 2 people can attend appointments, as this will allow us to maintain the 2 metre social distancing rules at all times.
If you have children, we request that you do not bring them to the office at this time.
You will be unable to use our toilet facilities.
You will be asked to use our hand sanitiser on entering the office and when leaving.
Please observe and follow the signs on the floor.
As we are restricting the number of people in the office, you may be asked to wait outside (or in your car) until the previous clients have left.
If you are feeling unwell prior to your appointment, please do not attend but give us a call to either rearrange or convert to a telephone appointment.
If you appear to be unwell or are coughing, we will politely ask you to leave and either arrange a phone appointment or rearrange for a later date.
The office will be fully cleaned between appointments.
We thank you for your understanding during these strange times, but if you have any concerns, please don't hesitate to contact us.
We can advise you on
Pensions & divorce
Pensions & retirement planning
Building your home
Buy my next home
Buy to let
Buying first home
High loan to value
Next home / Remortgaging
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Accident & sickness
Buildings and contents
Income protection insurance
Payment protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 16th November 2020
Meet our advisers
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
At City Gate Aberdeen Ltd we believe that professional financial advice can add significant value to individuals and businesses. As your partner in building wealth and security, we focus on ways that we can help you to live the life that you want to live.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
Client meetings can be arranged at your home or workplace or in our offices in Chapel Street. Telephone or Video meetings are also available.
Where to find us
Head office address: 51 Chapel Street, Aberdeen, AB10 1SS
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Choose an Unbiased exclusive special offer:
Online (Live chat, video, email)
Face to face
Your home may be repossessed if you do not keep up
repayments on your mortgage.
• A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
• A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.