City & Trust Finance Limited

Independent Financial Adviser 16 Court Farm Business Centre, Stutton Road, Brantham, Suffolk, CO11 1PW
Response rating
7.0 /10
FCA verified
9th September 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Group pensions
    • Long term care
Meet our advisers
Steve Graham DipPFS
Managing Director
Isa Graham DipFA, MIFS
Client Services Director
Daniel Francis DipPFS
Client Services Manager
Where to find us

16 Court Farm Business Centre, Stutton Road, Brantham, Suffolk, CO11 1PW

Make an enquiry
About us

City & Trust Finance was established in 1980. Based in the heart of Mayfair, until December 1998 when it relocated. Its clientele includes a mixture of business owners, professionals, senior management & sports and media people. Clients of all ages are advised by City & Trust with the aim of paying less tax and making their money work harder. Specific areas of expertise include all aspects of pensions, tax reduction and trusts on & off shore.

Our services

Listen to what people tell us -

Explain technical matters clearly -

Help clients to understand how they can plan their financial objectives to best effect.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

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