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ABOUT US

Your Future
Our Expertise

 

Independent Service

City Investment and Insurance Services are a firm of Independent Financial Advisers covering Preston and the surrounding areas, we are committed to providing truly independent financial advice based around providing tailor-made financial planning solutions.

We are directly authorised by The Financial Conduct Authority. We operate under strict procedures governed by them.

With over 80 years combined experience in the Financial Services Industry we are well placed to deal with the needs of individuals and businesses alike for much of of their financial advice.

City Investment and Insurance Services is well positioned to provide solutions designed to help meet many areas of financial planning requirements of individuals and businesses alike. City Investment and Insurance Services can offer face-to-face advice of an extremely high calibre. Our investment advisers provide impartial advice to hundreds of clients every year.

A Professional Service

We are dedicated to providing unbiased advice and offer truly independent mortgage advice, investment advice and general financial advice in the belief that this approach is in the best interest of our clients.

Financial advice is inherently complex, but you can be assured that City Investment and Insurance Services team of advisers are well placed to be able to communicate effectively, ensuring our clients understand the advice given and any recommendations made. This is backed up by ensuring that our clients are kept informed about every stage of the advice process.

Our ongoing training programs are designed to help our advisers constantly develop their knowledge base, to assist in providing you appropriate advice, whether conducted in our purpose built office or in the comfort of your own home or place of work. This advice is backed by the latest software and hardware to ensure your requirements are expedited as quickly and seamlessly as possible.

We particularly pride ourselves on the ‘personal approach’ to financial advice and where possible endeavouring to allow you to deal with the same adviser, year after year, developing your relationship through an integral knowledge of your needs and personal circumstances.

Meet the Team

Carl Slade

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Martin Newton

Qualifications listed here

Karl Wolstencroft

Qualifications listed here

Will Scott

Qualifications listed here