Led by Clinton Askew, Citywide Financial Partners offer intelligent, independent wealth management and advisory services for clients across the UK, travelling from our head offices in Surrey. With a reputation for innovation, insight and excellence, we pride ourselves on our relationships with clients – providing one-on-one support and our uniquely structured approach to wealth management, the Financial Success Programme.
As you might expect, we have decades of financial experience between us. But what really sets us apart is the way we build such strong relationships with our clients - ones that stand the test of time. With intelligence, integrity and above all, insight, we're one wealth management team you'll come to depend upon.
We are guided by a number of core principles to create the best outcome for your wealth:
Your finances and investments shouldn’t be a mystery. Our strength lies in taking complex concepts and making them easily understood. We strive to provide clarity and transparency every step of the way, helping you make clear decisions and trusting your money is working as hard as possible for you.
We don’t sell financial products or offer off-the-shelf solutions. Instead, we seek to understand you and your family; then we help you achieve your goals – setting your path in clear terms and supporting you every step of the way.
For the busiest of us, financial planning is too often forgotten. We create space to discuss your wealth and what it means to you, then implement a plan – so you can spend more time doing the things you love.
Our wealth management and financial advice extends to your family and loved ones. We’re on hand to answer their questions, offer financial education to younger generations and help you pass on your wealth efficiently.
MyCitywide is a service provided by Citywide Financial Partners for the benefit of you, our client. It provides you with the ability to view all of your financial information, in one place, with a single login and password.
Business Owners
Running a business can be fulfilling, but it can also really limit your time. With staff to manage, a budget to balance and work to be done.
Today’s business world can be hectic. Trying to strike a balance between career success and a family life can be tough.
We know that choosing the right professional financial adviser can be difficult. If you’d like to find out more about Citywide Financial Partners, book an appointment and we’ll travel to meet you – wherever and whenever suits you.