It won’t be any surprise to you that the financial industry is heavily regulated. Whether it’s your bank, credit card company, or financial planner, you are likely very familiar with the need to provide accurate personal information.

As a valued Citywide client, we have an ongoing duty of care to you, backed by comprehensive reporting requirements to regulators and structured oversight from our compliance partners. During the last year, the Financial Conduct Authority (FCA) introduced new regulations that further elevate our responsibility to deliver good client outcomes. At Citywide, we are pleased with this development, as it aligns with our core values of honesty and integrity and supports our commitment to delivering services tailored to your needs that offer genuine value to our clients.

Your active cooperation is essential

As many of you know, in order for us to be effective, we need to fully understand your circumstances. This means taking a full look at your finances—assets, debts, income, and spending—both now and with your future goals in mind. It’s also important we know about any major life events or plans that might affect your financial needs and lifestyle.

In the weeks leading up to our review meetings, the team will reach out to gather updated details in the way you prefer. To simplify this process, we are gradually introducing clients to our new Client Portal (orange button at top right of this webpage, or in a menu), where you can securely view your investments and update your personal information. This platform also facilitates the secure sharing of documents, removing the risk of sensitive information being intercepted via email.

The importance of a complete financial picture

Collecting information in advance lets us make our meetings with you more effective, focusing on reviewing existing plans and exploring any alternative strategies instead of just gathering details.

Many of you may have heard us say we only marry our clients, we don’t date them. By this we mean we are fully committed to you and your objectives, and we don’t simply operate on a transactional basis. Like all successful relationships, it needs good communication. Your active involvement is key to ensuring we can keep providing you with the best possible service. We want you to to benefit from all of our knowledge, skills and experience, and to do that we need a full picture of your needs.

We truly appreciate your continued cooperation!