City Asset Management
We offer Investment Management & Financial Planning services. Whilst the future is uncertain, it is more reassuring to face it with a clear financial plan which helps you organise your finances to make the most of your money and deal with situations you may not have foreseen. Our team of Chartered Financial Planners are not only experts with money, but also have long-standing experience of advising individuals, couples and families, companies and trusts. With their guidance, you can have the confidence that you have a strategy for whatever the future might bring. Your financial planner will also help you understand the choices available to you now and how they might affect what you can do in the future. Our financial planning service is predominately fee based and we will provide and agree with you any fees before any work is undertaken.
Our investment management services focus on delivering returns well above inflation after our costs. This approach offers several benefits:
1. The performance benchmarks we chase have always risen in value, regardless of what global markets have done.
2. Our approach targets genuine wealth creation which, in turn, supports you and your lifestyle ambitions.
3. Inflation plus benchmarks cannot be bought, giving us the freedom to hunt for returns because we are not tied to a list of assets chosen years ago.
4. We believe that enhancing your spending power is success. Outperforming a falling benchmark, in our view, is not.
We are an outcome driven firm. Our mission is to make our clients wealthier in real terms.