Citywide Financial Partners

Independent Financial Adviser  Citywide Financial Partners, Surrey, Leatherhead, KT22 9AD
check
FCA authorised
Last authorised 1st March 2021
Always independent and always on call, we’re with you for the long-term.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Meet our advisers
MR Clinton Askew
Director
MR David Smith
Financial Planner
About us

Citywide Financial Partners specialise in financial advice and wealth management for families, professionals and entrepreneurs wanting to make the most of their future. Unifying your goals, lifestyle and wealth, we offer expert support your family can depend upon – today and for generations to come.

Drawing from decades of experience and insight in personal finance, it’s our job to help you manage your wealth with confidence. Citywide offer structured financial, retirement and estate planning advice built around you.

Since 2004, Citywide Financial Partners has provided market-leading wealth management services to families and individuals across the UK. Citywide is a professional team of dedicated wealth management experts serving with intelligence, integrity and insight – gained from decades of experience in the financial industry.

We know that choosing the right professional financial adviser can be difficult. If you’d like to find out more about Citywide Financial Partners, book an appointment and we’ll travel to meet you – wherever and whenever suits you. We’ll explore your goals and aspirations and discuss building a strategy to get you where you want to be – all at no obligation to you.

Our services

Our areas of expertise are:
*Wealth Management
*Investment and portfolio construction
*Cashflow planning and modelling
*Pension and retirement planning
*Inheritance tax and estate planning
*Capital protection

We have strong partnerships with world leading academics and global investment houses and place this at the heart of our investment advice.

Our clients tell us that one of the things they value in our work is the depth of our relationship with them and our understanding. We pride ourselves on being with our clients' side not just during their successes, but also at their times of need.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

Citywide Financial Partners, Riverbridge House, Guildford Road,, Surrey, Leatherhead, KT22 9AD

Similar advisers near you

Independent Financial Adviser 0.22 mi
Elmwood Financial Consulting Ltd are a firm of Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development. We offer independent financial advice and are an appointed representative of Positive Solutions which is part of Quilter Financial Planning.
 
Independent Financial Adviser 0.28 mi
Independent Financial Advisers
 
Independent Financial Adviser 0.31 mi
A family-run firm providing professional, personalised and independent advice since 1970. Contact us to discuss your Investment and Pensions.
 
Restricted - whole of market 0.42 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.