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Coronavirus (COVID-19)

 We have taken the following steps to adhere to the Government guidelines so that, hopefully, we can play our part in shortening the impact of this virus.

Currently the offices are closed, however, the office phones are manned between the hours of 10.00 am and 4.00 pm, whilst we have all relocated to our homes. We fortunately have invested heavily over the last eighteen months in technology and IT which enables us to fully function remotely, and over the last few weeks have enhanced this functionality in order to deal with the current situation.

So, in summary, we are saying that it is business as usual, but in a different format. We can still meet via digital media of your choice and our admin office is still fully functional albeit remotely.

Please remember that your adviser is a phone call away if you are at all concerned about your financial circumstances. For those clients who are proceeding with their financial planning with us we would politely ask you not to post cheques or other important documents to the office due to the possible delay in Royal Mail deliveries and internal redirection while the offices are closed. If people have business to process they should contact their adviser first for instructions as to how to proceed.

Wishing you and your families health and safety

The Directors and Staff of City Financial Planning Limited

We would like to reassure our clients that City Financial Planning Ltd in Bath and Exeter have no connection whatsoever with City Financial Investment Company Ltd of Queen Street in London, which has recently gone into administration. The similarity in name is purely coincidental

Welcome to City Financial Planning (Exeter) Limited

Personal finance can be a bit of a maze with so many companies and products out there it can be a real challenge to know what to do for the best.  That's why it pays to take advice about planning and managing your finances, whether you are looking forward to retirement, looking for a mortgage or figuring out where best to invest your money.

An Independent Financial Adviser looks at all the possibilities in the market and will recommend only solutions or products that are right for you.  You will not be restricted to a limited range of options, so it's the best advice you can get.

From 1st November 2013, Queensgate Personal Investment Management changed its name to City Financial Planning (Exeter) Limited. Queensgate had been part of City Financial Planning Limited for the last ten years and, following changes in the financial services sector aimed at bringing more clarity to clients, we felt this was a good time to consolidate the link between the two companies. We are able to offer financial advisory services across the region from our Bath and Exeter offices.

We offer a comprehensive financial planning service for all your investment and protection needs:

  • Pension Planning
    When do you want to retire and how much income will you need?
  • Life Assurance
    How much cash would your family need to maintain their current lifestyle if you die prematurely?
  • Income Protection
    Would you require a regular income or a cash sum if you suffered a serious illness or disability?
  • Investments/Regular Savings
    Are you making the best use of any spare capital or surplus income?
  • Mortgages
    Do you want to reduce your current mortgage outlay or are you moving home?

We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.

If you do have any suggestions please e-mail us or use one of our contact forms

The General Insurance Services are made available to you through our website are introduced by ourselves to a third party, however you can be assured the quotes you will receive will be some of the best available in today's marketplace.

Your home may be repossessed if you do not keep up repayments on your mortgage
You can choose how we are paid for mortgages; pay a fee or we can accept commission from the lender.
The Financial Conduct Authority (FCA) does not regulate some forms of mortgage
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