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

Britain's markets and pensions regulators on Thursday launched a joint strategy aimed at improving pensions outcomes for savers, amid concern that many people are entering retirement without enough income.
British inflation fell more than expected in September to a three-month low, offering some relief to consumers who have been squeezed financially since the Brexit vote.
British pay growth is struggling to exceed 3 percent and policymakers should not over-react to a recent improvement, Bank of England Deputy Governor Jon Cunliffe said on Wednesday, striking a more cautious tone than some of fellow policymakers.
The basic wages of workers in Britain rose at their fastest pace in nearly a decade over the summer months, backing up the Bank of England's view that a long period of weak pay increases is ending.
British taxes would need to rise to their highest since just after World War Two to sustainably meet Prime Minister Theresa May's goal of ending the austerity squeeze on public services, a think tank said ahead of her government's annual budget.