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CITY INVESTMENTS

Protecting the most
important things

 

Savings

Savings

Tucking some spare cash aside regularly makes good money sense

Investments

Investments

Your investment choices are as individual as you are

Protection

Protection

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

Retirement

Retirement

How much do you need to live a comfortable retirement?

Mortgages

Mortgages

Compare and discuss different mortgage combinations

Insurance

Insurance

Safeguard your personal possessions and domestic haven.

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.

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.

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.

City Investment & Insurance

City Investment & Insurance Services Ltd FCA 601394 is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate taxation and trust advice,
university/school fees planning and some aspects of buy to let mortgages.
City Investment & Insurance Services Ltd are registered in England No.05559187.
Registered Address 251 Tulketh Brow, Ashton-On-Ribble, Preston, Lancs, PR2 2JH
The guidance and advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this.
Please see the following link for further details: financial-ombudsman.org.uk
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