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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

Lenders in Britain said demand for mortgages rose significantly in the second quarter and is expected to hold steady in the third quarter, a Bank of England survey showed, adding to other signs that a housing market slowdown might be bottoming out.
House prices in London fell at the fastest pace in almost 10 years in May, according to official data that also showed inflation hitting the Bank of England's 2% target for a second month running in June.
The European Union's markets watchdog has published draft guidelines to harmonise how performance fees are calculated for EU-regulated retail investment funds.
British wages, excluding bonuses, rose at their fastest pace in nearly 11 years, official data showed on Tuesday, but there were potential signs of future weakness in jobs growth, the economy's silver lining since the Brexit referendum.
Asking prices for British homes fell this month for the first time this year as buyers' confidence took a hit from the escalating uncertainty around Brexit, property website Rightmove said on Monday.