The Citywide Way
Our clients have worked hard to build successful careers, reputations and businesses. And we believe this hard work should translate into each of our clients having exactly the life they want.
So when new clients join us, we’re not looking at figures and products. Instead, we dive deep into ambitions, life dreams, goals and needs. We start with a simple question: What do you want to do with the rest of your life?
Then we empower you to achieve the life you want – for yourself, your family and the people who matter to you.
Discover
Just for now, let’s set aside the paperwork. Because at Citywide, solid financial planning isn’t about product brochures, statements and spreadsheets… at least when we first meet you. It’s about understanding what you really want out of life – for yourself and the people that matter to you.
As you go through our Citywide Financial Success Programme®, we prompt you to dive deep so that you can describe everything that would make your life perfect. For some, it’s travel and adventure. For others, it’s philanthropy – or passing on knowledge and skills. It could be about providing for family and loved ones. Or it could be angel investing – or something that’s completely unique to you.
When we know what you want to do with the rest of your life, we can build an approach that empowers you to achieve it.
Design
When we understand exactly what you want to achieve, and how you want to live, we create a bespoke programme for you. Our advisers have decades of experience and work to the very highest standards. We work transparently to bring together your savings and investments to work powerfully for you.
We’ve also designed our service so that it’s easy for you to access and interact with. Want to check up-to-the-minute performance, 24/7? Just log on to your Citywide Personal Finance Portal. Want to talk through ideas? We’ll always be delighted to hear from you.
Nurture
Life is never without surprises. So when the unexpected happens, it’s good to know we’re on speed dial. We’re always at your side, listening to your changing needs and adapting and updating your plan whenever necessary. At all times, you can be sure we’re focusing on your overarching goals.
Empower
Beyond providing for yourself and your family, you may have ambitions to make a broader impact. We support you to empower your chosen causes.