Financial Planning

We help you Navigate the financial aspects of your unique life’s journey

At City House Investors we do things a little differently, like to look after your investments the way we believe they should be.  Higher returns, no upfront costs and straight talking we call this  “the Yorkshire Way”. >> click here to find out more

When it comes to setting financial goals, they should always be specific, measurable, achievable, relevant and time-bound. Taking a little time now to plan properly can save a whole lot of avoidable pain later on, and allow you to look forward to a sound financial future enabling you to live life to the full and without having to make compromises.

Financial goals

Determining what short-term, mid-term and long-term personal financial goals you have is the first step. This could be building an emergency savings fund, buying a new or second property, accumulating funds for your children’s schooling and further education, or building an investment portfolio and saving for your retirement.

Once you and your spouse have agreed on your target objectives, the next step is to determine a good estimate for how much money you’ll need for each of them. To obtain a clear understanding of the amounts involved and the options available to achieve these requires professional financial advice.