Your journey

Take back control of your financial future

Even if you’ve built considerable wealth over the course of your career, you may not feel rich, and that’s probably because your lifestyle is outgrowing your earnings. If you’re overwhelmed by the prospect of managing your money and anxious about making the wrong move, let us help restore your confidence.

Financial planning doesn’t have to be complicated, and when you follow our proven five-step process, it won’t be. Here’s how we’ll work together to build a detailed financial strategy that meets your every need, giving you the freedom to live the life you really want.

Step 1

Step 2

Step 3

Step 4

Step 5

Step

Hearing your story

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.

Understanding your position

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.

Creating your plan

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.

Starting your journey

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.

Supporting your future

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.

Step

of clients would recommend us to their friends, family, or colleagues

of clients believe that working with us has helped or will help them achieve their financial goals

of clients were satisfied with the speed of response from our support team

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I feel completely confident about my financial future

Julie Cook

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

Andrew Bradshaw

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Guy simplifies our finances; there's no jargon

Matthew Allen

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Citygate make financial planning more understandable, friendly and relatable.

Gareth Davies

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Working with Citygate has given me reassurance for my financial future

Paula McMullan