Gillian Davies - Operations Director Citywide Financial Partners

Get to know Gillian

I have been with the Citywide team since spring 2023. As Operations Director, I mainly run aspects of the business not directly related to clients, particularly financial management, technology, and projects, along with implementing strategic direction.

I spent over a decade in banking and finance with Bank of Montreal, in roles ranging from asset/liability management to risk management. My primary role for many years was in capital markets, trading interest rate derivatives (CAD & GBP). Among my qualifications, I have a B.Comm from Queen’s University in Canada, am a Chartered Financial Analyst (CFA) and, during a career break, was awarded a BSc in Maths and its Learning (1st).

Recently I ran operations for a wine auctioneer, as I have a keen enjoyment of wine! I love to swim and walk and am currently learning to play Bridge.

CFA Qualification

Clinton Askew

CEO and Financial Planner

CEO and Financial Planner

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Natalie Smith

Operations Manager

Operations Manager

David Smith

Financial Planner

Financial Planner

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Simon Northcott

Financial Planner

Financial Planner

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Matt Burt

Paraplanner

Paraplanner

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Olivia Gunningham

Client Services Executive

Client Services Executive

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Sam Fryer

Client Services Executive

Client Services Executive

Tomos Croxon

Client Services Executive

Client Services Executive

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Max Sapsed

Client Services Assistant

Client Services Assistant

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Abhi Kalaiventhan

Client Services Assistant

Client Services Assistant

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Tanya Davis

Personal Assistant to CEO

Personal Assistant to CEO

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Kim Derry

Head of Marketing

Head of Marketing

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