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.
We’re delighted that our planners are rated highly on VouchedFor, a platform where consumers can rate their financial planner.