City Financial is a trusted financial planning practice proudly serving clients throughout the North and North East of Scotland from our offices in Aberdeen, Ellon, and Inverness. Established with the vision of empowering individuals to achieve financial security and live their best lives, our team of experienced financial planners and support staff have helped over 4,000 clients plan for their financial futures.
A Client-Centric Approach
At City Financial, we believe in putting our clients at the center of everything we do. We take the time to get to know you, understand your unique needs, goals, and aspirations for the short, medium, and long term. By building a deep understanding of your values and aspirations, we can create a tailored financial plan that aligns with your aspirations.
Comprehensive Financial Services
Our comprehensive financial planning services include:
Financial Planning
- Review of your current financial situation
- Development of a comprehensive financial plan to achieve your goals
- Regular review and updates to ensure your plan remains relevant and effective
Wealth Management
- Investment planning and portfolio management
- Goal-based planning for retirement, estate planning, and other financial goals
- Regular monitoring and review of your investments
Tax Planning
- Tax optimization strategies to reduce your tax liabilities
- Compliance with all relevant tax regulations and deadlines
Retirement Planning
- Comprehensive analysis of your pension plans and investments
- Development of a personalized retirement plan to ensure a secure and comfortable retirement
- Guidance on maximizing your contributions and withdrawals
Mortgages
- Assistance with securing a mortgage that best meets your needs
- Negotiation of competitive interest rates and terms
- Guidance on mortgage protection and other relevant insurance options
Our Expertise and Credentials
Our team of experienced financial planners hold relevant qualifications and accreditations, demonstrating their expertise in the field. We are also committed to upholding the highest ethical standards and providing our clients with transparent and personalized guidance.
