Expert advice on demand, online, by post or phone…
If you’re looking for a personal, client-focused approach in which you, your family, your business and your future really matter, we’d like to speak to you. We offer the full holistic financial planning and investment management service remotely from our planning hub in Harrogate. As a small and personal firm, we tend to know our clients very well. Understanding your hopes, goals and motivations as an integral part of our process. We are diligent and professional yet friendly and approachable.
At City House Investors, we begin by listening. You tell us about your financial goals, needs, and concerns. We hear, we take notes, and we think.
Then, after listening and understanding, we work with you to map out a lifetime financial plan that will be specific, measurable, and realistic. We’ll discuss the options available, make sure you understand them, and help you decide what’s best for you.
The resulting plan will be tailored carefully to your life and your requirements, with specific milestones for the short-term, medium-term and long-term. No vague promises, just a clear understandable plan.
We know it’s your money – and hard-earned, at that – so we only entrust it to award-winning active fund managers with a long record of good performance. That combination of quality and returns is what we think will give your savings the best chance of fulfilling your lifetime goals.