Par for the course: Why Market Volatility is Nothing New
Lately, we’ve had some questions from clients wondering, is now the time to reduce risk? Should I sell some shares to sell off equities or sit tight and wait for a correction? It’s a reasonable concern. The headlines are full of it – talk of tech bubbles, stretched valuations, and predictions that the rally can’t […]
Golf, Goals, and Financial Planning
Listening to clients and weekend chats One of the best parts of my job is getting to sit down with clients and hear their stories – where they’ve been, what they’ve been up to and most importantly what their ambitions and goals are in life. Like most people, there’s usually a standard question that gets […]
What You Need to Know About Critical Illness Cover
Q&A: What You Need to Know About Critical Illness Cover Q: What is critical illness cover, and why does it matter?A: Critical illness cover is a type of insurance. It gives you a one-off, tax-free payment if you’re diagnosed with a serious illness like cancer, a stroke, or a heart attack. It helps cover major […]
Referrals
Referral FAQs: How to Introduce Someone to Citygate Q: Who can I refer to Citygate? A: We specialise in working with City professionals, business owners, and high earners seeking clarity and structure in their financial lives. Whether it’s retirement planning, investment strategy, or comprehensive wealth management, we provide tailored advice to help our clients achieve […]
In Shaky Times, Investors Should Hold Their Nerve
In Shaky Times, Investors Should Hold Their Nerve By David Booth, Dimensional’s Founder and Chairman Volatile Markets When markets feel as shaky as they do now in the US, it is normal to ask: Is this time different? After all, the S&P 500 Index is down some 4% already this year and there is considerable economic […]
Trump, Musk, and the Markets: A Spectacle You Should Ignore
Trump, Musk, and the Markets: A Spectacle You Should Ignore On 20 January 2025, the United States welcomed back a very familiar face to the Oval Office, Donald Trump. And with him came Elon Musk, making his political debut in a way only he could. Love it or loathe it, the spectacle has been impossible […]
Citygate Announces Partnership with Lifetime Alliance
Announcement To celebrate our 10th anniversary this year, Citygate is expanding our services to deliver a holistic financial education and wellbeing service to businesses that we work with, via an app! Powered by Lifetime Financial Wellbeing, Citygate Financial Planning will be providing a host of financial videos, articles, calculators and other resources, all from the […]
Why a change of location could help you get out of a “creative rut”
If you’ve ever struggled to find motivation, you’ll know how draining it can feel to push through and finish your work. But new research might hold the answer – a change of location. Getting out of a rut can be difficult, but is far from impossible. Finding a way to boost your creativity and approach […]
How to Beat the Winter Blues: Staying Motivated and Positive About Your Finances
January and February can be challenging months. The festive season is behind us, but you may still be feeling a financial hangover. Credit card bills from the celebrations and gifts arrive. However, the start of the new year offers a clean slate, a new opportunity to reassess, refocus, and regain control of your finances. By […]
Missing financial protection triggers could leave you vulnerable to shocks. Find out why here
The decision to take out financial protection is often triggered by significant life milestones. However, research suggests that the cost of living crisis and changing lifestyles mean many families are overlooking the importance of a financial safety net. Financial protection can provide you with money when you need it most. When it would pay out […]
10 financial tasks to complete this year to head into 2025 feeling confident
The end of the year is fast approaching, and while your mind might be on celebrating the festive period, it’s the perfect opportunity to tick off some financial tasks you might be putting off. Spending some time going through your finances and thinking about what you want to achieve next year could help you step […]
Reflecting on an Inspiring Evening of Networking and Wisdom!
We had the pleasure of hosting a remarkable client event that brought together some incredible individuals for a night of networking and discussion. A highlight of the evening was the insightful talk by our guest speaker, Dr Denise Taylor, who captivated us with her words on Legacy and Embracing the Next Chapter. She led the […]