Straightforward, transparent investing
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Straightforward, transparent investing
With City House Investors, investment management is as it should be – straightforward and clear. It’s the Yorkshire Way.
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.
Already a wrap investor?
Do you already have a wrap account with any of the following: Aegon, AJ Bell, Ascentric, Aviva, FundsNetwork, James Hay, Old Mutual Wealth, Standard Life, Transact?
City House Investors specialises in savers like you. By applying the Yorkshire Way, we’ll make your wrap account work better for you.
Financial Planning
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, no ‘blue-sky thinking’ – that’s not the Yorkshire Way.
Find out more about our Our Services & Costs
"We say what we mean and we mean what we say"
"We say what we mean and we mean what we say"
