Why us?

Clear, dependable financial support

You can trust our team of friendly, approachable professionals to deliver balanced, bespoke advice that’s right for you.

As we come from a variety of backgrounds, we understand that a perfect financial plan is not one-size-fits-all.

With us, you’ll get genuine clarity about your current arrangements and the steps you need to take to secure your personal financial future.


You’ll always get honest, unbiased advice from us, free from jargon or confusing industry terms.


Your success is our priority, and we’ll use all our experience and insight to help you find it.


It’s your lasting happiness that motivates us, not quick wins, so we’re in it for the long haul.


The best time to plant a tree was 20 years ago. The second best time is today.

Ancient Chinese proverb

With you now and in the future

The average age of a financial adviser in the UK is 58. At Citygate, we’re a lot younger than that and just as skilled. This means we can be with you for the long run, through all of life’s highs and lows.

Our sole focus is on you and where you want to go, and we’ll do everything possible to help you get there.


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

We’re a Top Rated Firm for 2024

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.