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Inheritance Tax Planning Find out how to mitigate inheritance tax...

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Investment Planning
Find out how to best structure your investments to reduce tax, increase your income & growth potential...

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Pensions
Find out how to structure your planning for a comfortable retirement...

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Welcome to the Inheritance Tax, Investments & Pensions Specialists

Here to help save and make you money in the most transparent cost effective way

Our advisers have a combined experience in the industry of nearly forty 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 Independent Financial Advisers Limited is authorised and regulated by the Financial Services Authority. The Financial Services Authority does not regulate taxation and trust advice.

Registered in England: No 7191495. Registered Office: Suite 48, 1 Winnall Valley Road, Winchester, Hampshire, SO23 0LD.

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