City professionals

Take a step towards financial freedom

Life at a London firm can be invigorating, but it can sometimes feel like you’re on a treadmill that you can’t turn off. The hard-earned wealth you’re building might not be bringing you any joy. Things don’t have to stay that way, and we’ll show you why.

A bespoke financial plan, like the ones we produce every day, can give you the peace of mind you desperately need, through small changes that make a real difference.

Maximising your time

If you work long hours, you want to know it's all worthwhile. We can help you take control of your finances, giving you more time to spend doing the things you love.

Exploring your priorities

“Keeping up with the Joneses'” is a common City problem, we'll help ensure your choices are well-informed and made with confidence and clarity.

Altering your perspective

It doesn't have to be all about money. We'll help you work out what really matters most to you.

How much do you really need?

One of the most empowering things you can ever learn is exactly how much money you need to achieve all your life’s ambitions. With that number in mind, you can work out how much longer and harder you need to work – or perhaps realise you’ve already got enough.

We’ll help you put a plan in place that gets you to the right figure, so you can finally relax and start enjoying life once more.


I feel completely confident about my financial future

Julie Cook


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

Phil & Mel


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

Andrew Bradshaw


Guy simplifies our finances; there's no jargon

Matthew Allen


Citygate make financial planning more understandable, friendly and relatable.

Gareth Davies


Working with Citygate has given me reassurance for my financial future

Paula McMullan