Contact Us
On this page you will find information on how to contact us by a range of methods.
| Name | Position | Telephone | |
| Fred Binstead | Director | 01225 314999 | admincityfinancialplanning.co.uk |
| Sandra Bishop | General Manager and Director | 01225 314999 | admincityfinancialplanning.co.uk |
| Kypros Harrison DipPFS Certs CII (MP & ER) | Director and Financial Planner | 01225 314999 | admincityfinancialplanning.co.uk |
| Gary Pimm DipPFS | Director | 01225 314999 | admincityfinancialplanning.co.uk |
| Tim Quirke DipPFS | Director | 01225 314999 | admincityfinancialplanning.co.uk |
| Louisa Williams Dip CII, Dip PFS | Compliance Director | 01225 314999 | admincityfinancialplanning.co.uk |
| Mark Brill | Financial Planner | 01225 314999 | admincityfinancialplanning.co.uk |
| Daniel Edmund DipPFS Certs CII (MP & ER) | Financial Planner | 01225 314999 | admincityfinancialplanning.co.uk |
| Mark Jeffs BA(Hons) FPFS, Chartered Financial Planner | Chartered Financial Planner | 01225 314999 | admincityfinancialplanning.co.uk |
| Julian Oakey DipPfs ACIB | Financial Planner | 01225 314999 | admincityfinancialplanning.co.uk |
| Tony Oaten | Financial Planner | 01225 314999 | admincityfinancialplanning.co.uk |
| Gary Player | Financial Planner | 01225 314999 | admincityfinancialplanning.co.uk |
| Sarah Robins BA (Hons) APFS Certs CII (MP & ER) | Chartered Financial Planner | 01225 314999 | admincityfinancialplanning.co.uk |
| Alex Veale BSc(Hons), DipPFS, | Financial Planner | 01225 314999 | admincityfinancialplanning.co.ukk |
| Alan Willey | Financial Planner | 01225 314999 | admincityfinancialplanning.co.uk |
| Denise Young | Chartered Financial Planner CertPFS (DM) | 01225 314999 | admincityfinancialplanning.co.uk |
Contact Us
Tel. 01225 314999
Fax. 01225 317799
Email.
admincityfinancialplanning.co.uk
Principal Address
3 Princes Building
George Street
Bath
BANES
BA1 2ED
George Street
Bath
BANES
BA1 2ED
Registered Office
3 Princes Building
George Street
Bath
BA1 2ED
George Street
Bath
BA1 2ED
City Financial Planning Limited is a Limited Company registered in England & Wales no. 03224580. City Financial Planning Limited is registered for VAT no. 165150622.
City Financial Planning Limited is able to advise in the following areas.
- Mortgage Advice
- Life Insurance/Protection
- Investment Advice
- Pensions and Retirement Planning
- Equity Release
- Health & Long Term Care
- Corporate Financial Advice
- Estate Planning
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