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Queensgate Personal Investment Management

Queensgate Personal Investment Management
Address: Aston Court
Pynes Hill
Exeter
Devon
Postcode: EX2 5AZ
Email: admin@cityfinancialplanning.co.uk
Telephone: 01392 201120
Website: http://www.cityfinancialplanning.co.uk/
Financial Advisors By Type: General Financial Planning, Corporate Finance
Financial Advisors By Area: Devon Financial Advisers
Financial Advisors By City: Financial Advisers In Exeter
Description
We’re a totally independent firm of financial planners and advisers with no ties to any product providers. Formed in 1996 and based in our own offices in the centre of Bath, the firm is run by a team of five directors – all highly qualified and with many years experience of the industry – helped by excellent admin staff. City Financial’s consultants, operating from Bath, are hand-picked for their qualifications, experience and knowledge, and for the professional, friendly way they deal with clients.

If you’re like most senior managers or business owners, running the business day to day takes up most of your energy. Finding extra time can be difficult, even for reviewing strategically critical issues that impact your company’s financial future. Take your current keyman protection, for example. Does it still cover you properly against potential loss? How efficient are your pension packages in terms of available savings against tax? It makes sense to talk to an external finance specialist with the latest information on what’s now possible in the field of corporate finance. And to get truly independent advice, you need to speak to someone without ties to any product provider.

For mortgages we can be paid by commission or a fee typically 0.35% of the mortgage loan. It's the biggest financial commitment we make, and getting it right is crucial. We can help you choose the best mortgage for you. The FSA do not regulate some forms of mortgage.