City Financial Planning
Independent financial advice on pensions, investments, protection and mortgages for individuals and businesses
Highlights
- New on EvolcAdded 2026-10-31
About City Financial Planning
City Financial Planning provides independent financial advice and planning for pensions, investments, protection and mortgages. Its services also include life assurance, income protection and general insurance introductions.
The firm advises individuals, businesses and business owners. Mortgage clients can pay a fee or the firm can receive commission from the lender.
City Financial Planning Limited was founded in 1996 and is headquartered in Bath, United Kingdom. Its team includes advisers with expertise in corporate pensions, employee benefits and personal financial planning.
Product: Independent financial planning and advisory services covering pensions, investments, protection and mortgages.
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