Top Rated Firm 2025
72 reviews | 2 verified advisers
Nothing
Wanting an all-round holistic and long term view of things.
Arthur and the Citygate team go beyond the remit of normal financial advisers who focus on their space of investments and are willing and able to advise on broader matters from which they get little immediate financial benefit but which benefits them over the longer term by retaining clients due to the overall breadth/depth of their support
Yes
Not much and I can't think of anything!
Guy has been my financial advisor for over 15 years. I first used him when I was qualifying as a solicitor.
In so many ways! Pensions, ISAs, investments and long term planning, including moving and school fees.
Yes!
Nothing I can think of
We have been working with Citygate for over 10 years almost from the beginning of starting our company
Arthur has consistently been abled to explain and advise in a clear and relatable way
Its long terms rather than short term
Provide a brief mid-year update.
Together with my wife, I wanted to be sure that we were in the best possible financial position both now and in the future.
Guy has helped me to understand my attitude to risk, achieve greater returns on my pension and improve my life insurance.
Yes - I feel that I have a greater understanding of my current and future financial position.
Nothing I can think of
Approaching full retirement and wishing to plan best options
Set out a clear strategy, with clear funding at all stages.
Yes