Cashflow Planning Service

Do you have a plan for managing your life savings in retirement?

Considering how to make the best use of your life savings to provide a comfortable and secure retirement?

The City House Investors cashflow planning service may help you make these decisions. We can provide you with a clear roadmap for your retirement, demonstrating how your total assets, income and expenditure is expected to provide for you and your loved ones throughout your retirement.

This service is offered free of charge to City House Investors investment management clients. However, I am currently offering a free initial cashflow planning report for a limited number of new clients. Get your report in three easy steps:

  • Register for our client portal to provide us with information about your current financial position
  • Arrange an online meeting with myself (Simon Dixon) to review the data entered and consider your different options
  • Receive your free cashflow planning report
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What our clients say

The advice we have had has been very much tailored to our needs and explored options that were not immediately obvious to us. We are a normal family and feel our financial planning has been in safe, but productive, hands. I recently retired and am enjoying the benefits of some hard saving, but also good advice.

Christopher Dale

I find Simon of City House Investors easy to talk to, unassuming and very helpful. My wife and I have dealt with Simon for many, many years and would recommend him to anyone requiring investment advice.

Michael Torevell

I have always found the quick personal response by Simon and his staff extremely useful in all my financial requirements. Simon’s advice never seemed to be based on his “ commissions “ rather what was the best course of action for me.

Martin Capper

Excellent service. Professional service. Good advice given.

Tim Cook

Confidence inspiring rapport with staff. Queries dealt with promptly and efficiently. Knowledgeable advice. Encouraging performance of investments.

Stephen Turner

Easy to contact, quick to respond and very helpful. Had a problem recently and Simon helped to resolve the matter very quickly.

Dinah Boylan

Friendly and consistently reliable advice over many years. Simon always takes time to consider all angles and options before making recommendations.

Graham and Maggie Thompson

I have been with City House Investors for about 10 years they look after my pension plan, I feel very comfortable with them as they keep me well informed with all the aspects of my pension, This is a thank you to Simon and his team.

Gerald Madden

I think they are an outstanding company with plenty of knowledge and keep you updated regularly on present and new products available. They are friendly and approachable with any concerns or queries.

Louise Dignam

I very much like the communication I have had with Simon Dixon & his personnel over the last 6 years in meetings, by mail & by phone. I feel that when I first contacted City House Investors that I would not be in a good position financially at the age of 65. I believe that the wise advise and actions of City House Investors has put me and my wife in a very good financial position and have complete confidence in the wealth management provided.

Peter Easthope

I have been involved with Simon for over twenty years through both business and personal investment. I have always found Simon and his team very ready to help, and offer good advice in a friendly manner, City House look after all my financial investments now that I am retired.

Jack Pickles

Personal service. Regular assessments of portfolio. Courteous, prompt and patient responses to any queries. Most of all I like the fact that they know who you are.

Tom O'Shea

They keep me informed of all transactions and seem to be up with, if not ahead of the market. Easy to contact and approachable at all times

Andrew Coope

Having used numerous Financial and Wealth Management Companies since I retired in 2001, I can truthfully state that I have found City House Investors to be FIRST CLASS in every aspect of my dealings and I would have absolutely NO HESITATION in wholeheartedly recommending them to anyone looking for sound, impartial and unpressured financial advice.

Ron Blair

Being Independent I find that they react to my personal needs, rather than chasing Corporate targets. The staff provide a quick and efficient service.

Graham Arnold

The reports are very professional but when required the actions carried out on my behalf are explained to me in a simple concise manner face to face so that I fully understand how my finances are being conducted.

Peter Easthope

Very informative ..also very helpful and honest. I have been with city house for over 10 year's and would recommend without hesitation to look after any investment.

Gary Varley

I find the regular information sent me very interesting. How do you produce it for everyone?

Michael Rayner

Wish I had discovered them years ago, very professional but with a relaxed and approachable manner.

The new web site for checking your investments is particularly good, I wouldn't hesitate to recommend them.

David Shaw

Professional and knowledgeable. Providing helpful and relevant advice to assist making decisions. Approachable and available to assist as and when required.

Michael Shaw

Personal service in a plain speaking, intelligible manner. I feel like they actually care, and that I'm not just a fee cow. Trusted.

Julian Bond

Service! You inform me of any changes to my investments on a daily basis if necessary. Annual meeting, making me feel important! Available for questions.

David Clegg

Excellent professional service and sound advice provided at all times. Friendly and approachable.

Theodora Shaw

Call us on 0344 858 0581

Calm Waters, Shaw Lane, Beckwithshaw, Harrogate, North Yorkshire, HG3 1QZ     |