Contact Us

On this page you will find information on how to contact us by a range of methods.


Name Position Telephone Mobile Email
Fred Binstead Director 01225 314999 fbcityfinancialplanning.co.uk
Sandra Bishop General Manager and Director 01225 314999 sandracfpbath.co.uk
Kypros Harrison DipPFS Director and Financial Planner 01225 314999 07971 007304 kypcfpbath.co.uk
Gary Pimm DipPFS Director 01225 314999 garycfpbath.co.uk
Tim Quirke DipPFS Director 01225 314999 Timcfpbath.co.uk
Jim Boyd Mortgage and Protection adviser 01225 314999 jbcityfinancialplanning.co.uk
Mark Brill Financial Planner 01225 314999 mbcityfinancialplanning.co.uk
John Davies ACII DipPFS Financial Planner 01225 314999 jdacityfinancialplanning.co.uk
Nigel Lewins DipPFS Financial Planner 01225 314999 nlcityfinancialplanning.co.uk
Julian Oakey DipPfs ACIB Financial Planner 01225 314999 jeocityfinancialplanning.co.uk
Gary Player Financial Planner 01225 314999 gplcityfinancialplanning.co.uk
Sarah Robins BA (Hons) APFS Certs CII (MP & ER) Chartered Financial Planner 01225 314999 srcityfinancialplanning.co.uk
Peter Ruff Financial Planner 01225 314999 prcityfinancialplanning.co.uk
Alex Veale Financial Planner 01225 314999 alex.vealecityfinancialplanning.co.uk
Alan Willey Financial Planner 01225 314999 Alancfpbath.co.uk
Chris Davies Financial Planner 01225 314999 chriscfpbath.co.uk
Tony Oaten Financial Planner 01225 314999 tonycfpbath.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

Registered Office

3 Princes Building
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

Personal Finance

The British public's expectations for inflation in a year's time have risen to a five-year high but fewer people expect an interest rate hike over the next 12 months, a Bank of England survey showed on Friday.
British house prices rose at their slowest pace in six years in the three months to November, mortgage lender Halifax said on Friday, the latest sign of weakness in the housing market as Brexit approaches.
Temporary staff in Britain had their biggest pay rises in more than a decade last month as the approach of Brexit made workers wary about changing jobs, leaving employers scrambling to fill positions, a survey of recruiters showed on Friday.
Institutional investors have grown more cautious about the outlook for British assets ahead of a key vote on Brexit in Parliament next week, according to a quarterly survey by State Street Corporation .
British house price growth picked up slightly this month from October's five-year low, but the future outlook remains depressed by an uncertain economy and a squeeze on household budgets, major mortgage lender Nationwide said on Friday.