The Wealth Creation and Money Saving Experts

Planning for a wealthy retirement starts here, whether you are retired or saving for retirement.

If you want to make your money work harder for you and pay less tax then contact us now.

 Our Services:
City Wealth Management LLP offers independent financial advice on the most complex of financial situations for individuals and companies.

·       Wealth and Investment Planning

·       Investment portfolio building and analysis

·       Estate planning and discussions points for Solicitors re Wills

·       Trusts and their uses for estate planning

·       Inheritance Tax planning and how to avoid paying it

·       How to reduce personal taxation

·       Retirement Annuities

·       Pension performance reviews and analysis

·       School fees / University fees planning

Who are City Wealth Management LLP?

Our advisers have a combined experience in the industry of over thirty eight years, having worked within a variety of life insurance companies such as Friends Provident and London Life. With years of experience in financial services our advisers have gained a great deal of hands on, practical knowledge in their specialist areas.

City Wealth Management has now offered independent financial advice for over five years. Many of our clients have been with us for over 10 years.

We pride ourselves on offering clear and comprehensive solutions, and believe that professional financial advice is essential to ensure that you are making the right decisions when planning your future financial security.

We recognise that our clients have a choice and that we must earn their trust, we therefore treat all of our clients with honesty and integrity, providing a high quality service. We will be innovative in adapting and developing our range of services while at all times adhering to the values that have underpinned CWM’s success.

What is Financial Advice?

At City Wealth Management LLP, our experience is that few people understand what financial advice is really all about.  It is simply this; helping you to get the very best out of your financial resources and protecting you against the worst that life or the economy could throw at you. We at City Wealth Management LLP believe that there is only one way to accomplish this goal, independent financial advice.

Tax Planning Tools:
By making use of Personal Allowances, Trusts and Self Invested Pension Plans as well as a wide variety of other onshore and offshore arrangements, we are able to help clients to make use of legitimate planning tools to reduce their tax burdens.

Portfolio Planning Strategy:

Asset allocation is a diversified strategy that works. A well balanced portfolio should be diversified amongst the major asset classes. Traditional rules of investing are still true but they must be adjusted periodically to fit the changing economic climate and your changing outlook.

Use of Technology:

Investment portfolio construction and management is aided by complex software that helps us to analyse risk and asset allocation. Once constructed, your portfolio will often be available to you online providing you with up to date valuations and trading information.

Our Charging Structure:

Bespoke Solutions:

City Wealth Management LLP offers bespoke solutions to meet your financial needs. The initial meeting is at zero cost and offers no obligation. Subsequent remuneration will be disclosed in full prior to any chargeable work being carried out, offering either a commission or fee package to suit your needs. Our charging structure provides for unbiased advice.

Ongoing Service:

We understand that continuing support is a vital part of your long-term financial planning in order to pick out any poor performers as quickly as possible. We therefore offer three levels of ongoing financial advice for clients, giving you peace of mind that you have retained the services of CWM and have an independent financial adviser to regularly review the performance and suitability of your financial arrangements.

Contact us on: 01962 841744

We hope you find the site both useful and informative. We would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.

The FSA does not regulate some forms of Inheritance Tax Plannng.