About City Financial Planning Limited
City Financial Planning Limited is one of the South West's leading independent financial service companies with a distinguished 28-year history since their establishment in 1997. With 40 staff located across the region, offices in Bath and Exeter, and over £200 million of funds under management, City Financial Planning combines the resources and stability of a substantial regional firm with genuinely independent, client-focused advice. Their impressive assets under management demonstrate that hundreds of families across the region have entrusted their financial futures to City Financial Planning – a powerful endorsement of their consistency, competence, and trustworthiness over nearly three decades.
As a totally independent firm, City Financial Planning searches the whole market to find the best solutions for clients, working for you rather than product providers. They offer comprehensive services across all core financial planning areas: insurance, pensions, mortgages, life cover, and investments & savings. This breadth allows clients to address all their financial planning needs with one trusted firm, building long-term relationships as circumstances evolve from first-time home buying through wealth accumulation, family protection, retirement planning, and estate planning. Their hybrid fee structure provides flexibility, offering transparent advice fees while also allowing commission-based arrangements where appropriate to client circumstances.
City Financial Planning's nearly 30-year track record in Bath and the South West means they've navigated multiple market cycles, regulatory changes, and economic environments while consistently serving clients and growing their business. Located in the prestigious Bladud Buildings on The Paragon, their Bath office reflects the quality and professionalism clients can expect. For Bath and Cotswolds residents seeking a substantial, well-established independent financial services firm with genuine whole-of-market access, significant assets under management demonstrating client trust, and comprehensive service across all financial planning areas, City Financial Planning represents a reliable, proven choice. Their longevity and scale provide confidence in their ability to deliver ongoing service for decades to come.
Fee Structure
City Financial Planning Limited operates on a Hybrid basis. This combines fixed planning fees with ongoing asset-based charges for portfolio management.
For detailed information about typical financial advisor fees in the Cotswolds, including what you should expect to pay and how to avoid overpaying, read our comprehensive fee guide.
💡 Before Your First Meeting: Always verify FCA registration at register.fca.org.uk and request a clear written fee schedule. A reputable advisor will happily provide both. Read our guide to choosing a financial advisor for more tips.