Citywide Financial Partners
Investment-Management
Website
Company Tagline
Bespoke, independent wealth management.
Industry Category
Business Keywords
Company Description
Citywide Financial Partners is a leading investment management firm dedicated to securing the financial futures of its clients. Since its inception in 2004, Citywide Financial Partners has focused on providing bespoke, independent wealth management services to families, retirees, and professionals.
Located in Leatherhead, England, with an additional office at 91 Wimpole Street, London, Citywide Financial Partners is committed to navigating clients through the complexities of the financial landscape. The team offers a lifelong service designed to help clients achieve their best lives through comprehensive financial planning, smart investing, and capital protection.
Citywide Financial Partners specializes in inheritance planning, pensions, and wealth management. Driven by a mission to address the long-term needs of clients, Citywide Financial Partners earns trust by making financial processes stress-free and effective. We invite the management team at Citywide Financial Partners to create a customized and exclusive company showcase and product listing on our platform to further enhance your reach and commercial development.
Citywide Financial Partners est une société de gestion de placements de premier plan, dédiée à assurer l'avenir financier de ses clients. Depuis sa création en 2004, Citywide Financial Partners s'est concentrée sur la fourniture de services de gestion de patrimoine sur mesure et indépendants aux familles, aux retraités et aux professionnels.
Située à Leatherhead, en Angleterre, avec un bureau supplémentaire au 91 Wimpole Street, à Londres, Citywide Financial Partners s'engage à guider ses clients à travers les complexités du paysage financier. L'équipe offre un service à vie conçu pour aider les clients à atteindre la meilleure vie possible grâce à une planification financière complète, des investissements judicieux et la protection du capital.
Citywide Financial Partners est spécialisée dans la planification successorale, les retraites et la gestion de patrimoine. Animée par une mission visant à répondre aux besoins à long terme de ses clients, Citywide Financial Partners gagne la confiance en rendant les processus financiers simples et efficaces. Nous invitons l'équipe de direction de Citywide Financial Partners à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore votre portée et votre développement commercial.
Key Personnel / Employees
Compare Companies Side by Side
Compare Citywide Financial Partners with 3 companies in Investment-Management
| Comparison Field |
Citywide Financial Partne...Main Company |
IG Wealth ManagementView Profile |
Omnilife Insurance C...View Profile |
Forseti Wealth Partn...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1926 | 1988 | 2025 |
|
Company Size
|
— | 5,001-10,000 | 11-50 | 2-10 |
|
City
|
Leatherhead, England | Winnipeg, Manitoba | ||
|
Country
|
United Kingdom | Canada | ||
|
Skills & Keywords
Comparing with main company
|
13 Total Skills
Investment Management
Wealth Management
Financial Planning
Retirement Planning
Inheritance Planning
Capital Protection
Financial Services
Pensions
Financial Success Programme
Investment
Life Planning
Retirement
Smart Investing
|
6 Total
6 Unique
Unique Skills:
Business Ownership
Certified Financial Planning
Estate Planning
Insurance
Mortgages
Tax Planning
|
2 Total
2 Unique
Unique Skills:
Annuities
Deferred annuities
|
3 Total
3 Unique
Unique Skills:
Estate Planning
Investments
Protection
|
4
Total Companies1926
Oldest Founded2
Countries23
Unique SkillsSimilar Companies
Other organizations in the same industry
Dr. Saeid
Investment-ManagementDr. Saeid is on the mission of liberating the entrepreneurial power in people by building companies...
DH GESTIÓN PATRIMONIAL
Investment-ManagementRealizamos proyectos de inversiones inmobiliarias participativas y reformas integrales en Madrid.
Alternative Company Names
This company is also known as