Yes of course, Simon takes meetings in or office in Central Leeds. We can even offer you a free parking space along with a nice cup of Yorkshire tea, or coffee for the more cosmopolitan of you. Simon can answer any questions about City House Investors and how we look after our clients money the ‘Yorkshire Way’. Just drop an email to email@example.com and we can arrange a time to suit you.
We are authorised and regulated by the financial conduct authority, you can find us on the FS register under number 443586. We are a Limited registered in England and Wales with registered Number: 5608435.
Yes this will not change, you will also be able to log in to our web site to view your portfolio (our site links to each of the wrap providers to pull in your data). This is where you can retrieve documents that we will send your such as your quarterly investment review report.
There are three organisations involved in looking after your account:
The Wrap Provider (Aegon Wrap, AJ Bell, Ascentric, Aviva Wrap, Fundsnetwork, James Hay, Old Mutual Wealth, Standard Life Wrap or Transact)
This fund management group such as Invesco, M&G or Jupiter
The intermediary, this would be the financial Adviser that set up your account or ourselves
City House Investors charge 0.5% + vat per year of the value of your investments. This charge is divided by 12 then deducted from your Wrap monthly, that’s it. We do not charge anything to add or withdraw funds from your investment.
You will continue to pay the Aegon wrapper charges and the ongoing fund manager charges.
We use an Extended Validation SSL Certificate (also known as EV SSL for short) this is the highest form of SSL Certificate on the market. Certificate Verification During verification of an EV SSL Certificate, the owner of the website passes a thorough and globally standardized identity verification process (a set of vetting principles and policies ratified by the CA/Browser forum) to prove exclusive rights to use a domain, confirm its legal, operational and physical existence, and prove the entity has authorized the issuance of the certificate. This verified identity information is included within the certificate, with some pieces, including business name and country, presented directly in the browser window.
You can terminate your service with us at any time by letting us know in writing, there is no notice period.
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What our clients say
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.
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.
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.
Personal service in a plain speaking, intelligible manner. I feel like they actually care, and that I'm not just a fee cow. Trusted.
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.
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.
Confidence inspiring rapport with staff. Queries dealt with promptly and efficiently. Knowledgeable advice. Encouraging performance of investments.
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
Excellent professional service and sound advice provided at all times. Friendly and approachable.
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.
Easy to contact, quick to respond and very helpful. Had a problem recently and Simon helped to resolve the matter very quickly.
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.
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.
I find the regular information sent me very interesting. How do you produce it for everyone?
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.
Excellent service. Professional service. Good advice given.
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.
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.
Excellent service. Always very speedy to deal with any request. Conscious of the clients requirements.
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
Professional and knowledgeable. Providing helpful and relevant advice to assist making decisions. Approachable and available to assist as and when required.
Being Independent I find that they react to my personal needs, rather than chasing Corporate targets. The staff provide a quick and efficient service.
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.