City Wealth Management LTD

📍

Henleaze House Business Centre, 13 Harbury Road, Henleaze, Bristol, Bristol, BS9 4PN

✔

FCA Number: 1022712

City Wealth Management Ltd, nestled in Bristol's Henleaze region, boasts an FCA registration under number 1022712. As a regulated firm, we prioritise client-focused financial planning and regulated advice, helping our customers make informed decisions about their futures. Our knowledgeable team specialises in services such as life insurance, pensions retirement advice, final salary pension transfers, and strategic financial planning among others. Whether you're seeking investment opportunities or navigating retirement, our tailored approach ensures your financial needs are met. Operating in and around Bristol, City Wealth Management Ltd builds lasting relationships with individuals and businesses alike, offering a friendly and responsive service from our base at Henleaze House Business Centre. Invest in your future with us - a name you can trust.

Their team includes one financial adviser and one mortgage broker. Check FCA registration here.

City Wealth Management LTD are approved by the FCA to give advice on:

• ✔ Pensions & Retirements
• ✔ Financial Planning
• ✔ Investments
• ✔ Mortgage
• ✔ Equity Release
• ✔ Life Insurance

Directions to City Wealth Management LTD from the Motorway

1. From the M5:
2. At Junction 17, take the Cribbs Causeway / A4018 exit leading to Bristol (W).
3. At the Cribbs Causeway Interchange, proceed to take the fourth exit onto Cribbs Causeway / A4018.
4. At the subsequent roundabout, take the second exit but remain on Cribbs Causeway / A4018.
5. When you arrive at the roundabout, take the first exit onto A4018.
6. On reaching the next roundabout, take the second exit onto Passage Rd / A4018.
7. Make a left turn onto Greystoke Ave.
8. Take a right at Passage Rd.
9. Proceed further onto High St / B4055.
10. At the forthcoming roundabout, take the first exit onto Westbury Hill / B4055.
11. Turn left into Water's Ln.
12. Proceed to Eastfield Rd.
13. Continue in a straight line to stay on Eastfield Rd.
14. At the roundabout, continue straight onto Southmead Rd / B4056.
15. Upon arrival at the roundabout, take the second exit onto Wellington Hill W.
16. Lastly, make a right onto Harbury Rd. The destination will be located on the left.

List of advisers under City Wealth Management LTD:

Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.

Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

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.