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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

Personal Finance

Britain's employers cut more jobs from July to September than in any quarter for four years, according to official data, which highlighted how the labour market is slowing as an election nears although the fall was smaller than economists forecast.
Two Bank of England officials unexpectedly voted to lower interest rates on Thursday to ward off an economic slowdown, and others including Governor Mark Carney said they would consider a cut if global and Brexit headwinds do not ease.
Two Bank of England officials unexpectedly voted to lower interest rates due to signs of a deeper economic slowdown, and others said they would consider a cut if global and Brexit headwinds did not lift.
British house prices rose at their slowest annual pace in six-and-a-half years in October when they inched up by 0.9%, mortgage lender Halifax said, the latest sign of how Brexit uncertainty is weighing on the housing market.
Britain's central bank looks set to sit out the global shift towards lower interest rates on Thursday, though investors will watch for any policymaker who might break ranks and vote to give the country's slowing economy more help.