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 fbcityfinancialplanning.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

British banks last month approved the greatest number of mortgages since June 2018, a tentative sign that the worst of the housing market's slowdown ahead of Brexit may have passed, data showed on Friday.
British households reported the strongest growth in at least a decade in their earnings from work, a survey showed on Tuesday, suggesting that consumers and their spending can keep on supporting the economy during the Brexit crisis.
Asking prices for British homes rose by the most in over a year in the four weeks to April 6, a survey showed, adding to other tentative signs that the housing market may have passed the worst of its slowdown ahead of Brexit.
The cost of a comprehensive motor insurance policy fell one percent in Britain in the first quarter, pushed down by uncertainty around the rate used to calculate compensation for personal injuries and the Civil Liability Bill, a survey showed.
Britain's water industry regulator said on Thursday it agreed reductions in bills of between 5 percent and 15 percent with three of the country's main utilities in its draft approvals of their pricing and investment plans for the next five years.