For City Professionals
Specialised wealth management for financial services professionals. From bonus
optimisation to equity compensation planning and regulatory compliance strategies.
Long hours and demanding roles leave little space to manage personal finances or enjoy the rewards.
Bonuses, equity, and layered compensation packages require careful planning to avoid inefficiencies and missed opportunities.
High earnings don’t always translate to financial freedom. Without a clear plan, the future remains uncertain.
“The Citygate team go beyond the remit of normal financial advisers… (who focus on their space of investments) and are willing and able to advise on broader matters from which they get little immediate financial benefit but which benefits them over the longer term by retaining clients due to the overall breadth/depth of their support”
— Chris, CEO, Professional Training company
Client Case Study
“The Citygate team go beyond the remit of normal financial advisers… (who focus on their space of investments) and are willing and able to advise on broader matters”
Chris
Maximize after-tax returns on variable compensation
Strategic management of stock options and equity awards
Navigate FCA requirements with confidence
Build and protect your personal wealth portfolio
You need to be able to relate to the financial planner you’re working with, so our first step will be to establish some common ground between us. We’ll really listen to you so we can find out what you truly want from life, both now and in the future.
However simple or complex your current financial arrangements are, it’s important to get a clear picture of where you’re at as you begin the planning process. We’ll carry out an in-depth analysis that gives you much-needed clarity about your finances, down to the smallest detail.
With financial planning, what’s right for you isn’t necessarily right for anyone else, which is why the recommendations you get from us will be uniquely your own. We’ll clearly explain every aspect of your plan, including the suggestions we’ve made, and any cashflow modelling that demonstrates the effect different decisions could have.
At every stage of the process, you’re in the driver’s seat, and that’s especially true when it comes to putting your plan into action. Whichever aspects of your plan you’d like to take forward, we’ll contact providers and deal with any paperwork, giving you peace of mind that everything’s taken care of.
Life is full of twists and turns, so your financial plan will need to be flexible and accommodate any changes you face. We’ll be there for you every step of the way, with regular meetings where we’ll check on how you’re doing and offer honest advice you can rely on.
