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We would like to reassure our clients that City Financial Planning Ltd in Bath and Exeter have no connection whatsoever with City Financial Investment Company Ltd of Queen Street in London, which has recently gone into administration. The similarity in name is purely coincidental

Welcome to City Financial Planning Limited

Personal finance can be a bit of a maze with so many companies and products out there it can be a real challenge to know what to do for the best.  That's why it pays to take advice about planning and managing your finances, whether you are looking forward to retirement, looking for a mortgage or figuring out where best to invest your money.

An Independent Financial Adviser looks at all the possibilities in the market and will recommend only solutions or products that are right for you.  You will not be restricted to a limited range of options, so it's the best advice you can get.

City Financial Planning limited trading as City Financial Planning limited offers financial advisory services.

We offer a comprehensive financial planning service for all your investment and protection needs:

  • Pension Planning
    When do you want to retire and how much income will you need?
  • Life Assurance
    How much cash would your family need to maintain their current lifestyle if you die prematurely?
  • Income Protection
    Would you require a regular income or a cash sum if you suffered a serious illness or disability?
  • Investments/Regular Savings
    Are you making the best use of any spare capital or surplus income?
  • Mortgages
    Do you want to reduce your current mortgage outlay or are you moving home?

We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but 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.

If you do have any suggestions please e-mail us or use one of our contact forms

The General Insurance Services and made available to you through our website are introduced by ourselves to a third party, however you can be assured the quotes you will receive will be some of the best available in today's marketplace.

Your home may be repossessed if you do not keep up repayments on your mortgage
You can choose how we are paid for mortgages; pay a fee or we can accept commission from the lender.
The Financial Conduct Authority (FCA) does not regulate some forms of mortgage

Personal Finance

British banks last month approved the greatest number of mortgages since June 2018, a tentative sign that the worst of the housing market's slowdown ahead of Brexit may have passed, data showed on Friday.
British households reported the strongest growth in at least a decade in their earnings from work, a survey showed on Tuesday, suggesting that consumers and their spending can keep on supporting the economy during the Brexit crisis.
Asking prices for British homes rose by the most in over a year in the four weeks to April 6, a survey showed, adding to other tentative signs that the housing market may have passed the worst of its slowdown ahead of Brexit.
The cost of a comprehensive motor insurance policy fell one percent in Britain in the first quarter, pushed down by uncertainty around the rate used to calculate compensation for personal injuries and the Civil Liability Bill, a survey showed.
Britain's water industry regulator said on Thursday it agreed reductions in bills of between 5 percent and 15 percent with three of the country's main utilities in its draft approvals of their pricing and investment plans for the next five years.