Citygate Financial Planning

Citygate Financial Planning is a financial advisory firm that offers financial planning services to individuals and businesses. Founded in 2014, the firm provides advice and support to clients.
  • Investment management
  • Lifestyle financial planning
  • Employee benefits consulting
  • Financial advice for business owners

Size
Small
Phone
0203 576 3995
Email
Available in Endole App
Locations
Citygate Financial Planning, 27 Clements Ln, EC4N 7AE
02035763995
Digital Popularity
Social Media
Competitors
Attivo
Attivo is a fast-growing Chartered, independent firm that specialises in all aspects of Lifestyle Financial Planning across England and Wales.
Finura
Finura is a technology-led, full-service financial planning company that focuses on empowering clients to make informed financial decisions.
LIFT-Financial
LIFT-Financial is a team of Chartered Financial Planners dedicated to helping private clients and companies in the UK take control of their finances and plan for a secure future.
Wren Sterling
Wren Sterling is an independent financial planning expert dedicated to helping individuals and families build a better financial future.
Company Details
Citygate Financial Planning is operated by Citygate Financial Planning Limited and is a Active company incorporated on 28 August 2014 with the registered office located in London, City of London. Citygate Financial Planning Limited was registered 11 years ago.

Status
Active
Size
Micro
Directors
2
Age
11 years old
Employees
8
Turnover
Unreported
Total Assets
£453.81K
Cash in Bank
Unreported
Total Liabilities
-£76.7K

Director • Secretary • Financial Adviser • British • Lives in England • Born in Sep 1980
Mr Guy Edward Skinner
PSC • British • Lives in England • Born in Sep 1980
Teams
All
9
Finance
7
Management
1
Other
1
Operations Manager • Joined Nov 2024
Director - Financial Planner & Employee Benefits Consultant • Joined Sep 2014
Financial Administrator
Employee Benefits Administrator • Joined Aug 2024
Paraplanner • Joined Aug 2023
Financial Planner • Joined May 2024
Chartered Financial Planner APFS • Joined May 2018
Paraplanner • Joined Jul 2022
Trainee Financial Planner • Joined Nov 2024
Financial Administrator
Employee Benefits Administrator • Joined Aug 2024
Paraplanner • Joined Aug 2023
Financial Planner • Joined May 2024
Chartered Financial Planner APFS • Joined May 2018
Paraplanner • Joined Jul 2022
Trainee Financial Planner • Joined Nov 2024
Operations Manager • Joined Nov 2024
Director - Financial Planner & Employee Benefits Consultant • Joined Sep 2014