Private Clients Division

City Assurance’s approach to holistic financial planning is designed to assist individual clients in building wealth and security and to focus on the ways in which a client, their partners and family can achieve specific financial goals. We have experience in providing financial advice to second and third generation clients thereby ensuring continuity of wealth distribution and security.

We advise on:

• Investment
• Retirement Planning (including SIPPs)
• Protection (including Life Assurance)
• Inheritance Tax Planning

Our service is designed to provide clients with the highest quality advice at the right time, relevant to their changing circumstances and ambitions. City Assurance’s financial advisors will guide clients through all the information they need at each stage of the process to allow them to make a fully informed decision. They will also explain that the remuneration for these services is primarily fee based to ensure transparency and tax-effectiveness for the client.

Our qualified financial advisors undertake to maintain their skills and knowledge through a continuing professional development programme and are supported by highly skilled and knowledgeable administrative staff, using an extensive electronic database and software servicing tools.

Justin Urquhart Stewart's Weekly Market Commentary

Justin Urquhart Stewart is a co-founder and Director of 7 Investment Management, and one of the most recognisable and trusted market commentators on television, radio, and in the press. Originally trained as a lawyer, he has observed the retail market industry for 20 years whilst at Barclays Stockbrokers and developed a unique understanding of the market’s roles and benefits for the private investor. Click below to read Justin's latest market commentary.