Protecting the most
important things


City Investment & Insurance Services offer a range of services backed by knowledge, expertise and experience. Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we could help you find ways of making the most of your money for both the present and the future.



Your investment choices are as individual as you are



With a bit of forward planning and the right protection products on your side



How much do you need to live a comfortable retirement?



Compare and discuss different mortgage combinations



Safeguard your personal possessions and domestic haven.

A small change in the way you manage your finances today could make a very considerable difference to your finances in the future.

Like life, money should be enjoyed. Presuming that everyone around you has life sorted and is on top of things is an unrealistic comparison. Savings, investments, insurance … the fact is, everyone’s dream and lifestyle is different.

Money doesn’t have to be complicated or confusing. Start with a plan, and the rest follows. It’s like holding a map in your hand. It enables you to focus on what you can do with the money you have.

Why Choose Us

Trusted since 2006

Our clients come to us because they trust us to do the best for them – and we deeply respect and adhere to that trust which is placed in us. We always act with our clients’ best interests in mind and make decisions based on what’s right for them, not us. As a result, we tend to nurture long-term relationships spanning many years.

This client loyalty is the foundation of what we do, and we recognise the importance of the relationships we build. We work hard to maintain them by providing a highly professional, bespoke service at every touchpoint.

Our Chartered Status

Having achieved Chartered status in 2019, this places us in a highly qualified group that equates to only around 10% of all advice firms.

Our Reputation

We come well recommended by our clients and we’re proud that many of them refer us onto their loved ones and colleagues.

Our Local Presence

We’re proud to serve the people of Preston and the surrounding areas and have an easy to reach office not far from Preston town centre.

Our Independent Status

As independent financial advisers, we have access to solutions from the whole of the market and we are committed to impartiality and advising without bias.

Our Experience

With a combined experience of more than 100 years in the financial services profession, covering a wide range of specialisms, we’re well-positioned to support you.

Our Multigenerational Service

We often advise multiple members of the same family, spanning several generations and we’ve even worked with some families for decades.

Our Long Term Approach

We focus on building long-term relationships with our clients over transactional encounters. We find this approach nurtures a higher rate of success over time.

Ask us about - advice in Divorce

The process of getting divorced often leads to major upheaval in individuals personal financial circumstances. We can sensitively advise you on re-planning your finances post divorce and offer particular advice on pensions in the divorce process.

Ask us about - School Fees & Further Education Costs

The ever escalating cost of education over recent years has made fee-planning an increasingly important area of financial advice. We advise on tailor-made, affordable saving schemes on behalf of parents, grandparents or across family groups.

Ask us about - Inheritance Tax Planning

The preservation of wealth has seen major coverage by the press recently and has become a major issue in financial planning. Often working alongside the legal profession, we can offer solutions to mitigate any Inheritance Tax Liability.