Contact Us

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


Name Position Telephone Email
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
Jim Boyd Mortgage and Protection adviser 01225 314999 admincityfinancialplanning.co.uk
Mark Brill Financial Planner 01225 314999 admincityfinancialplanning.co.uk
John Davies ACII DipPFS Financial Planner 01225 314999 admincityfinancialplanning.co.uk
Nigel Lewins DipPFS Financial Planner 01225 314999 admincityfinancialplanning.co.uk
Julian Oakey DipPfs ACIB 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
Peter Ruff 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
Tony Oaten Financial Planner 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

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

With the future of many coronavirus hit firms in their hands, British banks, still scarred by the financial crisis, are worried that they are being asked by a desperate government to make loans that will never be repaid.
Britain's Finance Minister Rishi Sunak on Friday announced updates to a scheme designed to get banks to help businesses hit by the coronavirus.
British consumers will receive a three-month freeze on loan and credit card payments to weather the coronavirus epidemic, under plans outlined by the country's financial regulator on Thursday.
Before the parcel from the food bank arrived, Natasha Cartey had just half a bag of rice and a tub of butter. She was wondering when her next meal would be.
Britain's housing market is grinding to a halt after the government's shutdown of much of the economy, cutting short a nascent recovery that saw prices rise at their strongest pace in more than two years in March, mortgage lender Nationwide said.