CITY FINANCIAL PLANNING LIMITED
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- 3 Princes Buildings, Bath, Somerset, BA1 2ED
City Financial Planning Ltd, FCA-regulated under number 440633, specialises in life and investments along with tailored advice on pensions and retirement. This Bath-based firm extends its regulated financial planning services throughout Somerset and the surrounding areas. Nestled in the historic Princes Buildings, they have cultivated a reputation for their approachable, client-focused approach. Their comprehensive financial guidance is customised to each individual, making them an ideal partner whether you're investing for the first time or need expert insights on post-retirement financial management. At City Financial Planning Ltd, your financial goals take centre stage as they help you navigate the complexities of financial management.
Their team includes 8 financial advisers. Check FCA registration here.
CITY FINANCIAL PLANNING LIMITED are approved by the FCA to give advice on:
Directions to CITY FINANCIAL PLANNING LIMITED from the Motorway
- From the M4:
- Proceed to junction 17, where you should take the A429/A350 exit towards Cirencester/Chippenham.
- Then, merge onto the M4.
- Upon reaching junction 18, take the A46 exit towards Bath/Stroud.
- At the Tormarton Interchange, select the first exit which leads to the A46.
- Make a right turn onto Gorse Lane, followed by another right turn onto the A420.
- Subsequently, turn left onto Freezinghill Lane, then make another left turn.
- Continue onto Lansdown Road.
- Stay on Lansdown Road by making a right turn.
- Finally, turn right onto George Street/A4. Your destination will be located on your right.
List of advisers under CITY FINANCIAL PLANNING LIMITED:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.