Who we help

Who We Help

We provide specialised financial planning services tailored to the unique needs of different professional sectors.

Lawyers

Specialised financial planning for legal professionals, including pension optimisation, practice succession planning, and personal wealth management.

Business Owners

Comprehensive financial strategies for entrepreneurs and business owners, from startup funding to exit planning and wealth preservation.

Corporate Executives

Executive financial planning including share option advice, executive pension schemes, and high-net-worth wealth management.

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The things you own end up owning you.

Chuck Palahniuk

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Working with Citygate has given me reassurance for my financial future

Paula McMullan

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Guy has given us the confidence to live our lives without needing to worry about our finances

Phil & Mel

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I feel completely confident about my financial future

Julie Cook

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Citygate make financial planning more understandable, friendly and relatable.

Gareth Davies

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Guy simplifies our finances; there's no jargon

Matthew Allen

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I know that my investments are being taken care of, so I can focus on the life I have ahead of me

Andrew Bradshaw