0330 038 8939
Based in Bank
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2023
5 out of 5
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FCA Regulated
Guy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 April 2025
Guy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Guy has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Guy has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 07 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Guy has not yet added their qualifications to their profile
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Guy has not yet added their qualifications to their profile
Transparent Fees
Guy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Guy has provided information on their typical fees
Guy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Guy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 April 2025
Guy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Guy has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Guy has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 07 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Guy has not yet added their qualifications to their profile
Qualifications not yet added
Guy has not yet added their qualifications to their profile
Transparent Fees
Guy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Guy has provided information on their typical fees
Guy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I founded Citygate Financial Planning in 2014 and work primarily as a financial planner and employee benefits consultant, but also as the company director. I have more than a decade of experience advising clients on how to find financial freedom. My specialist areas include cashflow modelling, pensions, investments, tax, trusts and protection, and I primarily work with lawyers, city executives, and business owners. As well as advising on employee benefits and auto-enrolment, I am particularly passionate about helping business owners as they exit their business. I help owners find out what their “number” needs to be so they can enjoy a successful transition to the next stage of life. At Citygate, we know that money worries can leave you feeling trapped by your own accomplishments, no matter the level of success you’ve enjoyed in your chosen career. Whether you’re concerned about your financial future or just want reassurance that you’re taking the right steps, you’ll get the straight-talking, honest advice you need from us. Our passion for helping people get more out of life comes from first-hand experience of the power of good financial planning. It’s this unique outlook that you’ll benefit from when you work with us. If you need someone with both the empathy and expertise to help you leave money worries behind, Citygate Financial Planning can help. Read a handful of comments below from our clients about how we’ve helped them find freedom from financial uncertainty: • “Guy has given us the confidence to live our lives without needing to worry about our finances.” – Phil & Mel • “I know that my investments are being taken care of, so I can focus on the life I have ahead of me.” – Andrew • “I feel completely confident about my financial future.” – Julie Get in touch with our friendly team of experts today.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Authorised and regulated by the Financial Conduct Authority. Citygate Financial Planning Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 647956.