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
12th November 2018
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Taxation planning
    • Wealth management
    • Annuity purchase
    • Auto enrolment
    • 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
    • Long term care
Meet our advisers
adviser-person
Steve Graham DipPFS
Managing Director
adviser-person
Isa Graham DipFA, MIFS
Client Services Director
adviser-person
Daniel Francis DipPFS
Client Services Manager
Where to find us

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

Contact us
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
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000

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