We offer a range of retirement and investment planning for your changing needs
We are passionate about our clients and the service that we deliver. Through giving an excellent quality level of service to our clients we are able to manage their expectations.
For individuals who are looking to build their savings and investments we have developed a strategy that is designed to deliver not only low cost investment planning but also meets their appetite for risk.
Also check out our Financial Guides to help you understand your financial needs and aspirations.
We offer a range of retirement and investment planning for your changing needs
Financial protection for our clients, their families and their businesses
Delivering outstanding standards of service for even the most demanding clients
Maximising your financial position and minimises tax upon your overall value
For small businesses who require specialise financial services
Corporate HR or Benefits team specialist support
At City Capital Financial Planning, we are dedicated to providing professional financial services with the highest degree of honesty and integrity and always strive to add value to our clients’ wealth.
We are 8 IFA’s with a support team based in the City of London, looking after £250 million of client money. We give both company and individual advice and don’t charge for initial meetings.
We also work closely with HR and Benefits teams delivering in-house financial advice for staff of large corporates helping them with their financial education and wellbeing.