If you had to sum up your business in three short words, do you think you could do it? It’s a challenge that we set ourselves recently at Citywide – and it’s proved to be a really useful and fascinating exercise. As well as helping us distil the very essence of what our brand stands for, it has also been a brilliant reminder of what we set out to do when our company was first established. And perhaps just as important, a check to ensure that we haven’t deviated too far from the values that we hold dear.

The power of three

Following a series of heartfelt discussions and a true team effort, the three words that we settled on were:

 TRUSTED                    CARING                   ASPIRATIONAL

Without exception, every member of our team felt that these words sat at the very heart of Citywide. They’re intrinsic to everything we do, how we work, how we think and ultimately, to the service we provide to our clients, day in, day out.

A second opinion

We asked a group of clients who have known us for a long time to repeat the exercise and the result was astonishing! It’s hard to believe, but they ended up with the same three words as us –  a testament to the close relationships we forge with everyone we work with.

Putting words into action

So, armed with our three words, let’s see how they fit into what we do on a day-to-day basis, and how they reflect what our clients feel about the service we provide.

Trusted

This is the cornerstone of what we do. If we’re going to help you make important decisions about growing and protecting your wealth, then you need to be able to trust the advice that we give. And that trust comes from knowing that we’re experts in our field, that we always try to make the complex seem simple and that we’re absolutely open and honest in everything we do.

“Yes I do trust Citywide and I’m happy that they will deliver.”

Mike Procter – Financial Planning Client

“Inspires a great deal of trust and confidence.”

Peter & Annie Chambers – Financial Planning Clients

Caring

When it comes to caring, we believe this is what sets us apart from other financial planning companies. We forge relationships with clients that span the generations, investing time in getting to know you, long before we’d even dream of investing your money. We always have, and always will, have your best interests at heart.

“Citywide was the first one to ask me what I really wanted.”

Dawn Lucas – Financial Planning Client

“We enjoy Citywide’s ‘it’s all about you’ philosophy and the openness, honesty and transparency that comes with it.”

John & Kim Machin – Retirement Planning Clients

Aspirational

Of course, we want the best for our clients, but we also want to be the best at what we do. That’s why the service we offer is innovative, intelligent and completely independent. It’s built on decades of market experience, robust academic research and a constant drive to review and enhance both our financial strategies and our client relationships. And happily, it seems to work.

“I have really enjoyed the consultative approach and the way Citywide clearly sets out with the intention of having clients for life.”

Jo Sampson – Financial Planning Client

“Citywide’s simple formula for investment impresses me.”

Chris Rycroft – Investment Planning Client

Want to know more?

If you are new to Citywide Financial Partners and you’d like to know more about working with a trusted, caring, and aspirational team of Financial Planners, please feel free to give us a call on 01372 365950.