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

British house prices rose in January at their fastest annual rate since November 2018, adding to signs of a modest pick up in the housing market and broader economic confidence since December's election, industry figures showed on Wednesday.
The rate of decline in prices on the British high street slowed in January, an industry survey showed on Wednesday.
Investors in British money manager Neil Woodford's frozen multi-billion pound equity income fund will get their first cash payout this week, its administrator said on Tuesday.
Britain's banks have two weeks to explain changes to their overdraft pricing that will leave about 8 million consumers worse off, the Financial Conduct Authority (FCA) said, warning that those causing harm will face regulatory action.
British banks approved the highest number of mortgages in more than four years in December, industry group UK Finance said on Monday, adding to signs of a turnaround in the country's housing market since last month's election.