We would like to reassure our clients that City Financial Planning Ltd in Bath and Exeter have no connection whatsoever with City Financial Investment Company Ltd of Queen Street in London, which has recently gone into administration. Personal finance can be a bit of a maze with so many companies and products out there it can be a real challenge to know what to do for the best.
That's why it pays to take advice about planning and managing your finances, whether you are looking forward to retirement, looking for a mortgage or figuring out where best to invest your money. An Independent Financial Adviser looks at all the possibilities in the market and will recommend only solutions or products that are right for you.
That's why it pays to take advice about planning and managing your finances, whether you are looking forward to retirement, looking for a mortgage or figuring out where best to invest your money. An Independent Financial Adviser looks at all the possibilities in the market and will recommend only solutions or products that are right for you.
Services
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. Fred has over 40 years experience in the Financial Services industry with 20 years at the Sun Alliances Head Office pensions department, where his specialised experience in all aspects of pension schemes was gained.
Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions. The value of your investments can go down as well as up, so you could get back less than you invested.
Not only do you need to consider which mortgage is most suitable for your current needs and circumstances, you also need to think about which interest rate options are most likely to suit your needs. This section has information on the various types of mortgage product which are available. You can choose how we are paid for mortgages; pay a fee or we can accept commission from the lender.
It's important to plan ahead for your retirement. Here, we explain why pension planning is so critical, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch. A pension is a long-term investment.
The cost of insurance, particularly life insurance has fallen over recent years, whilst the quality of cover has in many cases increased. With this in mind, it makes sense to periodically review your cover with the help of a professional financial adviser. This section provides helpful information on the different types of protection product available.
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