• Here to help you save, and make you money in the most transaprent & 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 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.

Private Clients - Ongoing Servicing

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 provide ongoing financial advice in the form of “Private Clients Ongoing Servicing”, 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.