CITYWALL FINANCIAL MANAGEMENT LTD
- BALLIOL HO, SOUTHERNHAY GDNS, EX1
EX1 1NP EXETER, DEVON
Phone: 01392 201000
Fax: 01392 201001
E-mail: Send message
Short profile:
Citywall Financial Management Limited is an independent financial adviser providing a wide range of financial services and specialising in the management of investment portfolios We are dedicated to the provision of high quality financial advice to our personal and corporate clients both in the UK and overseas Citywall is regulated by the Personal Investment Authority and is one of only around 200 firms in the UK authorised to offer clients both Advisory and Discretionary investment portfolio management services
Detailed description:
For private investors and trustees looking for high quality investment and wealth management services, our skilled professionals offer a tailor made service for clients, building long standing relationships based on trust and performance, often spanning generations
Keywords:
GREENBANK, PEP, financial planner, RATHBONE TRUST COMPANY, FINANCE, OFFSHORE TRUSTS, BOND, TAX PLANNING, RATHBONE UNIT TRUST MANAGEMENT, finance tax planning, trusts, CHARITY INVESTMENT, HEALTH INSURANCE, financial adviser, PENSION PLANNING, SELF INVESTED PERSONAL PENSIONS, RATHBONE INVESTMENT MA, PRIVATE CLIENT ASSET MANAGEMENT, SIPPS, LIFE ASSURANCE, INDEPENDENT FINANCIAL ADVISERS, IFA, financial planning consultant, REGULAR SAVINGS, trust, PENSIONS ADVICE, HIGH NET WORTH, RATHBONE UNIT TRUSTS, business consultant, Financial Consultant, DEVONS, ISA, TRUST AND COMPANY MANAGEMENT, FINANCES, PERSONAL INVESTMENT AUTHORITY, DEVON, INVESTING FOR INCOME, INVESTMENT ADVISERS, SIPP, BONDS, PENSIONS, INCOME DRAWDOWN, WEALTH MANAGEMENT, financial planning services, RETIREMENT PLANNING, FINANCIAL SERVICES, FINANCIAL PLANNING, INVESTMENT ADVICE, financial advisory, DISCRETIONARY ASSET MANAGEMENT, Financial Advisers Independent, STOCKBROKING, FAMILY OFFICE, FINANCIAL ADVICE, ETHICAL INVESTMENTS