Citywide Financial Partners

Citywide Financial Partners provides wealth management services to assist clients in achieving their financial goals. They offer a financial program tailored to individual needs, providing support throughout the process.
  • Tax efficiency planning
  • Integrated life coaching
  • Wealth management services
  • Bespoke financial programmes
  • Retirement financial planning

Size
Small
Phone
N/A
Email
N/A
Locations
Riverbridge House, Guildford Rd, KT22 9AD
01372365950
Digital Popularity
Social Media
Competitors
Mattioli Woods
Mattioli Woods is a financial services business that provides expert advice on pensions, investments, and financial planning.
Capel Alley Wealth Management
Capel Alley Wealth Management is a professional financial advisory firm dedicated to helping clients achieve their financial goals through tailored wealth management strategies.
Surrey Wealth
Surrey Wealth Ltd is an independent financial adviser practice based in Leatherhead, Surrey, dedicated to placing clients at the centre of their financial planning.
Company Details
Citywide Financial Partners is operated by Citywide Financial Partners Limited and is a Active company incorporated on 15 August 2003 with the registered office located in Leatherhead, Surrey. Citywide Financial Partners Limited was registered 22 years ago.

Status
Active
Size
Small
Directors
2
Age
22 years old
Employees
17
Turnover
Unreported
Total Assets
£1.97M
Cash in Bank
£1.7M
Total Liabilities
-£225.5K

Director • British • Lives in UK • Born in May 1958
Secretary • British
Mr Clinton Graham Askew
PSC • British • Lives in UK • Born in May 1958
Mrs Leslie Becker Askew
PSC • British • Lives in England • Born in Mar 1968
Teams
All
11
Management
8
Customer Service
3
Founder & CEO • Joined Jul 2004
Project Manager • Joined Sep 2004
Operations Manager • Joined Feb 2022
Client Services Executive • Joined May 2024
Client Services Executive • Joined May 2024
Head Of Marketing • Joined May 2024
Client Services Assistant • Joined Aug 2022
Paraplanner • Joined Jan 2025
Financial Planner • Joined Oct 2024
Senior Financial Planner • Joined Feb 2024
Founder & CEO • Joined Jul 2004
Project Manager • Joined Sep 2004
Operations Manager • Joined Feb 2022
Head Of Marketing • Joined May 2024
Paraplanner • Joined Jan 2025
Financial Planner • Joined Oct 2024
Senior Financial Planner • Joined Feb 2024
Financial Planner • Joined Jan 2025
Client Services Executive • Joined May 2024
Client Services Executive • Joined May 2024
Client Services Assistant • Joined Aug 2022
View 11 members