Unifying personal goals, lifestyle and wealth, offering expert support families can depend upon – today and for generations to come.
With a reputation for innovation, insight and excellence, they pride themselves on their relationships with clients and their families – providing one-on-one support and a uniquely structured approach to wealth management, the Financial Success Programme™. Through this, Citywide offer a range of services including investment consulting, retirement advice, capital protection, intergenerational wealth planning, life coaching, inheritance tax and estate planning. They build on robust academic research and decades of experience to provide objective financial advice to the highest standards of fiduciary duty, integrity and excellence.
“This partnership with Surrey Hills Enterprises reflects our key values of trust, care and aspiration. We will be working closely with Surrey Hills on their exciting programme to support this special area. The partnership is launching alongside our brand new set of portfolios that conform to stronger Environmental, Social and Governance (ESG) criteria. We know that for many of our clients, priorities are shifting and it’s no longer just economic factors that are important when investing.”
Clinton Askew, Chief Executive Officer for Citywide Financial Partners said