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City Asset Management profile image

City Asset Management

London

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.

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a professional

What do you love most about your job?

Working with clients over the longer term.
Its satisfying meeting a client, often with a collection of savings and assets and then drawing that into a financial plan or an investment portfolio. Seeing that plan evolve, work, and fund our clients lifestyle and ambitions is very rewarding and many of our relationships span generations.

On the investment side it is just fascinating. Its a job that you never master or ever get bored with as there are always new pockets of value to explore or market moves to exploit.

What inspired you to start your own business?

City Asset Management was established in 1988 by the Coghill family to deal with the complex needs of private clients and their wealth. Over the past 30 years we have developed our services and today our clients range from private individuals, families, charities, pension funds through to corporate bodies and trusts.  The firm remains privately owned, mainly by the working directors and staff, which maintains our focus on clients’ and their longer term needs. We are proud to be unencumbered by external shareholders and the associated conflicts of interest that might arise. Our staff bring a blend of varied expertise and innovation that together drive us forward. The continuity in our experienced senior staff provides our clients with stability and ensures our values endure.

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Example requests

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What is your current career stage?

Mid-career

What is your approximate annual income before tax?

£80,000 or more

What is the status of your main residence?

Owned with a mortgage

What is the approximate value of your cash savings and other investments?

I don't know

Which of the following do you want help with?

Annuities, General financial planning, Investment review, Mutual funds

Which location(s) would you consider to meet the advisor?

Advisor's office

Do you have any additional details

I am a doctor , recently became a consultant in A&E. i would like to know options for investing and multiplying savings on monthly basis .

What is your current career stage?

Beginning career

What is your approximate annual income before tax?

£30,000 to £49,999

What is the status of your main residence?

Rented

What is the approximate value of your cash savings and other investments?

NIL

Which of the following do you want help with?

General financial planning, Investment review, Mutual funds

Which location(s) would you consider to meet the advisor?

Online e.g. Skype

Do you have any additional details

An immigrant, recently employed in contract currently residing in staines, looking for advice in making a short term investment until approx 2 years or so and general financial planning advice.

What is your current career stage?

Mid-career

What is your approximate annual income before tax?

£50,000 to £79,999

What is the status of your main residence?

Owned with a mortgage

What is the approximate value of your cash savings and other investments?

£100,000 or more

Which of the following do you want help with?

Property

Which location(s) would you consider to meet the advisor?

My home or office

Do you have any additional details

We have a number of properties and I would like to make property investment my full time job. I'd like a steer on strategy, equity release, tax efficient ways of investing.

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Reviews

4.90/5.00

based on 5,930 reviews

The average rating for Bark Investment Advisors is 4.90, based on 5,930 reviews.

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