City Financial

At City Financial, we are a team of dedicated Financial Planners and Support Staff who have been supporting clients across the North and North East of Scotland for many years. From our offices in Aberdeen, Ellon, and Inverness, we have helped over 4,000 clients plan for their financial futures. Our team shares a single vision for City Financial - "To provide support and guidance to our clients all the way through the many stages of life, creating financial plans to allow them to live their best life."

We put you, our client, at the centre of what we do. We take the time to get to know you and understand your needs and goals for the short, medium, and long term. By getting to know you, we build a deeper understanding of what's important to you, which in turn helps us create, implement, and adapt your financial plan through your life stages - giving you the freedom to live your best life with your lifetime Financial Planning partner always at hand to help.

Our Services

We offer a range of services designed to help you achieve your financial goals. Our services include Financial Planning, Wealth Management, Tax Planning, Retirement Planning, and Mortgages. Our team of expert Financial Planners will work closely with you to understand your unique circumstances and create a personalized plan tailored to your needs. Whether you're looking to secure a comfortable retirement, protect your family's future, or simply achieve financial peace of mind, we're here to help.

Our team of Financial Planners and Support Staff are dedicated to providing exceptional service and guidance to our clients. We believe that financial planning should be a collaborative process, and we're committed to working closely with you to achieve your financial goals. We're proud of the relationships we've built with our clients over the years, and we're dedicated to continuing to provide the highest level of service and support.

What Our Clients Say

Don't just take our word for it! Our clients have been kind enough to share their experiences with us, and we're proud to showcase their testimonials on our website. From helping clients achieve a comfortable retirement to providing peace of mind and financial security, we're committed to making a positive impact on the lives of our clients.