Relax knowing that your investments are in safe hands

Optimise your wealth using our years of experience

We Provide Connected Financial Solutions

Optimise your wealth using our years of experience

Understanding Your Investments

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.

Our Services

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

About Us

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.

  • Highly competent professionals
  • Specialists in financial planning
  • Have a wide range of products and financial services

Testimonials