City Investment & Insurance Services

Building a Secure Financial Future Together

City Investment & Insurance Services is an established financial planning firm serving Preston and the surrounding areas. Founded in 2006, we have built our reputation on providing tailored financial solutions and fostering long-lasting client relationships. With a team of experienced and qualified advisors, we are dedicated to helping individuals and families achieve their financial goals and navigate life's financial challenges.

Our Expertise

We offer a comprehensive range of services focusing on:

Investments

• Creating and managing personalized investment portfolios that align with your risk tolerance and financial goals.
• Reviewing and optimizing your existing investments to maximize returns and minimize risk.

Protection

• Insuring your home, possessions, and financial future against unforeseen circumstances.
• Providing guidance on risk assessment and mitigation strategies.

Retirement Planning

• Comprehensive plans to ensure a comfortable and secure retirement.
• Assessing your current pension arrangements and exploring potential tax-efficient strategies.

Mortgage Planning

• Assisting you in finding the right mortgage solution to meet your individual needs and goals.
• Comparing and discussing different mortgage combinations to identify the most suitable option.

Additional Services

• Divorce financial planning to navigate financial complexities post-separation.
• Planning and saving for escalating education costs for children and grandchildren.
• Inheritance tax planning to minimize potential liabilities.

Why Choose City Investment & Insurance Services?

• Client-centered approach: We prioritize understanding your individual needs and goals to tailor our recommendations.
• Impartiality: As an independent financial advisor, we have access to a wide range of financial solutions without bias.
• Experience and expertise: With over 100 years of combined experience in the financial services industry, we are well-equipped to handle complex financial situations.
• Long-term focus: We believe in building sustainable relationships with our clients and working with them over the long term.