We have a team of experienced financial advisors who share one vision - to provide support and guidance to our clients during the many stages of life. We have carried this out successfully for over 25 years and have the skills and experience to provide you with the financial advice you require, no matter how complex this may be.
Every client and situation is different with some being more complex than others. We provide specialist advice covering the many areas of financial planning to ensure we achieve the best results for you. Our clients have placed their trust in us over many years which has resulted in us carefully looking after and providing advice on over 600m worth of their pensions and investments.
Every client and situation is different with some being more complex than others. We provide specialist advice covering the many areas of financial planning to ensure we achieve the best results for you. Our clients have placed their trust in us over many years which has resulted in us carefully looking after and providing advice on over 600m worth of their pensions and investments.
Services
City Financial (Aberdeen) Limited offers sound independent advice on the full spectrum of financial products and services available both to the consumer and to the business owner. Our aim is to provide our clients with a flexible, high quality service, tailored to best suit the specific financial requirements of your individual lifestyles, or business.
Kevin has spent his entire career working in financial services, starting in 1997. He joined City Financial in 2013 and provides advice in a wide variety of areas, predominantly pensions and investments, specialising in wealth management, pension planning, and Inheritance Tax Planning. In his time away from work Kevin is a football coach, a keen golfer and is currently training to take part in the Great North Run next year.
Fiona has been in financial services since 1998, initially working in banking. Fiona joined City Financial in 2016. Her experience and commitment to learning and her profession has led her to recently become a Fellow of the Chartered Institute of Insurance. Based in Tayside, she has clients all over the East of Scotland ranging from Edinburgh to Ellon.
Andrew joined City Financial in 2005 and has over 20 years' experience in financial services. He is Diploma qualified and a member of the Chartered Insurance Institute. He provides a full range of financial planning services to both private and corporate customers including investments, pre and post retirement planning along with mortgage and protection solutions.
Hopefully these answers to some of our frequently asked questions will help with your queries, if not then please feel free to contact us. It wont cost you anything to meet with an adviser initially. Your initial meeting will determine any what, if any, needs you have and if we are able to assist you.
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