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 Financial Planner 01225 314999 admincityfinancialplanning.co.ukk
Alan Willey Financial Planner 01225 314999 admincityfinancialplanning.co.uk
Chris Davies 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

Trading in Neil Woodford's 3.7 billion pound Equity Income Fund may not be reopened swiftly after it was suspended on June 3 because of the illiquid assets it holds.
Equity funds that stick to blue-chip shares cope best with calls from investors for their money back, a senior Bank of England official said on Thursday as fallout from the suspension of top UK fund Woodford continued.
Neil Woodford has sold 97 million pounds of shares over the past 10 days to boost liquidity in his suspended equity income fund, a Woodford spokesman said on Thursday.
Assets under management in Neil Woodford's Income Focus Fund have fallen by more than 100 million pounds since the suspension of trading in his main fund last week, data from Morningstar showed.
When bitcoin was born it was a symbol of counterculture, a rebel currency with near-anonymity and a lack of regulation. A decade later, there are growing signs it's entering the establishment its creators sought to subvert.