Our Services
Aims
 To provide professional, yet clear advice to members of the public.
To provide an excellent service and real value for money.
To explain things in plain english
History
City Private Clients was founded in 1988 to provide independent investment advice and financial planning to private and corporate clients.  The firm has successfully grown its investment management division to offer a wide range of other financial services to its clients.  We are confident that we can provide you with everything you may need to build a comprehensive savings and investment portfolio.  Upon opening an account with City Private Clients, you will speak to your advisor for the first of what we hope will be many conversations, and the beginning of a long and fruitful relationship.  Our financial planning, trust and tax teams will work with your advisor to provide, if required, either a complete financial plan or to give you advice on any of our individual products or services that you may require.
Services
We provide advice on the following:
Savings.
ISA/PEP transfers.
Investments.
Offshore investments.
Pensions.
Inheritance Tax planning and Mitigation.
Protection Planning
- Life cover 
- Critical illness cover
- Income protection.
Mortgages.
General insurance*
- Building contents cover.
- Accident, sickness, unemployment cover
*City Private Clients is an appointed introducer to Allied Westminster.
Staff
The team at City Private Clients are friendly with expert knowledge and a keen awareness of our clients needs with 47 years experience in the finance industry.
For further information on any of the products and services explained on this website, please call us on 0800 183 7777, and we will put you in contact with an adviser who will be delighted to assist you.