Who we’re for

You’re successful. You’re busy. You’re out there building businesses – or getting ready to step back from them. You’re looking at how you can make all your hard work reap dividends for you and your family.

We support interesting, successful people across the UK to make the most of their wealth – by having it power the life they want to lead.

Our clients are often these kinds of people…

Professional services partners Senior leaders Owner managers Retirement rethinkers

You thrive under pressure. You smash targets. And you keep finding innovative ways to deliver for your clients. Isn’t it time you invested just some of that energy into your own financial goal setting?

When you partner with Citywide, you’ll find a space where you can take a little time to look inwards, connect with the life you really want – and have our experts create a programme for you to get it.

We’ll guide you through our Financial Success Programme® to help you explore what matters most to you, so that we can get you there.

We’re proud to support professional partners across the UK, with flexible, independent advice that’s compliant and aligned to your goals. We’re right here for you.

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You love your work and thrive on creating impact. But are you applying the same levels of strategic thinking to your lifestyle and future?

We empower you to manage your personal finances with purpose – so that your hard work and ingenuity gives you the life you want to lead. We start by taking you through our Financial Success Programme® – which is designed to help you explore what you really want in life. And then we deploy our vast experience and skill to design a personal plan so that you can achieve it.

Your talent is in delivering success for the businesses you lead. Ours is in creating peace of mind for you and the people you care about.

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You’ve created an incredible asset in your business. But have you dedicated time and energy to creating the life you want?

Your business is all-encompassing. Work-life balance can feel like a far-off dream. And of course, it can be difficult to find advisers (or in fact, anyone) who gets it. So come to see us.

We’ll take you through our unique Financial Success Programme®. It gets you to focus on – and articulate – what really matters to you. Then we deploy our significant expertise and experience to create a plan to help you achieve your goals.

We’re proud to support business owners across the UK through the stages of building and exiting their companies. We seek out the most tax-efficient ways to extract profit. We’re a trusted sounding board. We can connect you to other business owners. And when the time comes to exit, we’ll make sure everything delivers against your plan.

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You’ve looked forward to retirement – and saved for it for years. Yet as your post-work years unfold, you realise your financial arrangements aren’t quite delivering in the way you hoped they might.

We’re here to support you – and develop a fresh way forward. We start by guiding you through the Financial Success Programme® – a unique process designed to help you find out what you want to achieve. Then we deploy our considerable experience and expertise to create a detailed personal plan – and harness your resources to achieve it.

We’re proud to support retirement rethinkers all across the UK. We’re here for you with flexible, non-judgemental advice, whenever you need us.

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Do you have different needs?

We’d love to learn about your life goals – and to explore how we could support you.

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It’s all about you

We have a straightforward philosophy about personal finance. And it’s this – it’s personal. It’s all about you, your ambitions, your values and your practical needs.

So we help you define your goals – and then we deliver constant, non-judgemental, sensible advice. When life throws the unexpected at you, we’re here (and believe us, there’s very little we haven’t seen before and dealt with successfully).

Discover how our philosophy has improved confidence, peace of mind and outcomes for our clients…