Bespoke independent financial advice for Lawyers, City Professionals and Business Owners delivered by FCA regulated experts.
We deliver bespoke, independent financial planning and employee benefits solutions, tailored to the unique needs of lawyers, city professionals, business owners, and SMEs.
As a legal professional, you already make sacrifices with your time. Managing complex financial rules and tax positions shouldn’t add to this burden.
City life is demanding, and it’s easy for your finances to fall to the bottom of the list. We help you take control with clear, structured advice.
Running a business can feel isolating. Whether you're facing financial decisions or just need a sounding board, we're here, with expertise and empathy.to guide you through.
Support Your People, Strengthen Your Business
As an employer, you know that employee wellbeing drives performance. We partner with employers to deliver meaningful financial benefits like pensions, protection, and education that help your team feel secure, valued, and supported.
Find out more at Citygate Corporate
Here's how we stack up
Learn More about the services we provide to individuals and businesses.
Retire with Confidence.
How much is “enough”? Our Advisers will answer your questions and work with you to create a custom plan that gives you permission to live with freedom.
Safeguard What Matters Most.
A strong financial foundation starts with protecting your health and loved ones. We offer life and critical illness cover designed to provide peace of mind.
Tailored Investment Strategies.
With countless investment options available, we help you navigate the landscape to build a portfolio that aligns with your unique goals and risk profile.
Plan for the Future, Today.
Our specialists help you structure your estate to minimise tax liabilities, ensuring clarity and security for your family in later life.
Empowering Your Workforce
See how we've helped businesses and professionals achieve their financial goals through our tailored solutions.
Whatever success you’ve enjoyed in your chosen career, money worries can leave you feeling trapped. Whether you’re concerned about your financial future, or just want reassurance that you’re taking
the right steps, you’ll get the straight-talking, honest advice you need from us.
We have been included in the VouchedFor Top Rated 2024 Guide, distributed by The Times. VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. Click or tap on the VouchedFor logo to read in full some of the kind comments we’ve been proud to receive.
Schedule a free consultation to discuss your specific needs and how we can help you achieve your financial goals.
You Asked, We Answered
Feel free to browse through our frequently asked questions to find answers to common queries about our services, consultation
process, costs, and more. If your question isn’t addressed here, please don’t hesitate to reach out to us directly for assistance.
Our fees are transparent, you’ll pay a fixed fee for a full financial plan, and if you want us to move forward with any recommendations made, you’ll pay a fixed fee for setting up a new financial product on your behalf.
If you’d like us to continue supporting you and looking after your investments, you’ll pay 1% of the assets under our management.
Find out more here:
https://citygatefp.co.uk/fees/
No, there are no hidden costs. All fees and charges are transparently communicated upfront, ensuring you have a clear understanding of the total costs involved with our services.
Your financial plan will be reviewed annually or more frequently if necessary. This ensures it remains aligned with your evolving goals and any changes in the financial landscape.
This is a primary concern for many. Financial planners assess your current savings, expected future income, lifestyle goals, and potential life events to determine a sustainable retirement age.
If aligning your investments with personal values is important, ethical or sustainable investing options are available. Discussing these preferences with your adviser can help tailor your investment strategy.
A Financial Planner helps you understand your money, plan for future goals, and make clear decisions about savings, pensions, investments, mortgages, and protection. They translate complex rules into plain English and build a plan tailored to your situation.
