Living your Best Life

“Mark was a great help from start to finish. A first class service and I would highly recommend”

EUAN URQUHART

“We were really worried if we could retire. We had various pensions with a number of providers and had no idea what we needed to do to provide an income. Kevin walked us through the process and we were so relieved that we now have a solid plan to retire very soon. He took the stress and worry away from us. we would recommend City Financial without doubt.”

MR & MRS SIMPSON

“John Moir of City-Financial showed exemplary professionalism, and an eye for detail, which, augmented by an in-depth knowledge and wealth of experience, successfully guided me through a range of complicated personal financial issues.”

GRAHAM McCOMBIE

“It was a pleasure dealing with Andrew Paton. He always answered calls & emails promptly.”

MR & MRS SIMPSON

“Thank you so much for all the hard work, Andrew. Made moving home a lot less stressful!”

MR & MRS SHARP

“Rhianna is a credit to City Financial, she is professional yet friendly and approachable. Rhianna arranged my pension for me and explained everything simply to make sure I understood it all which is what I needed – thank you so much Rhianna!”

A Andreas – Inverness

“I was recommended to chat to Sean at City Financial in 2017 about my pensions.

I wanted to know when I could retire and what I needed to do, Sean really listened to get to know what I wanted for my future and came up with a plan. We implemented the plan together and I feel very happy to have retired early in 2021 and have my finances in a great place to allow me to get on with life.”

⇒

 “- When I met with Sean my pension knowledge was very limited and I was pleased and remain pleased with the simple way Sean explained things to me, focusing very much on what I wanted and how we could make a plan come to life.

We meet every year often twice a year and review my plans. What I have learned most from our chats is to focus on enjoying life and not the day to day value of my pension pot, I have a plan which we adapt as my lifestyle and live events occur and we don’t get bogged down with the stock market and boring financial news.

For anyone looking for a financial plan to allow them to live the retirement they want to live I would point them without hesitation to City Financial.”

AW – Aberdeen (Very Happily Retired)

“I contacted City Financial during the pandemic for assistance during Covid Lockdown.

I chose Fiona because I read her CV and liked her background in banking – she seemed relatable – I made the right choice!

Fiona has been efficient, informative, great support and kept me focused on what is important for retirement planning.

She is always quick to respond and explains everything in simple terms.

Fiona is kind and helpful – I am glad to have found her.”

C Ross – Aberdeen

“I wanted to review my pensions and used City Financial to get the best advice for my circumstances. The financial adviser went through my finances thoroughly and explained the process and the expected timescale, City Financial advised that given my particular circumstances and objectives, the best option was for me to transfer into a Personal Pension.

Once I had given City Financial the authorisation to act on behalf, they handled the entire process efficiently and advised which funds to use that were best suited to my circumstances. I was kept informed throughout the process and my financial adviser kept in contact throughout the process.

City Financial have been advising me for over 6 years, the annual review ensures that I am still on track and if there are any actions I should take. I have been extremely impressed with the professionalism and friendliness of their advisers.”

W M – Aberdeen

“Fiona has been looking after my Savings/Pension since I retired in 2016.

She has sorted out the best way of investing my savings/pension giving me a flexible monthly income and allowing me access to monies for unforeseen expenses.

This is done very easily with a phone call or email to which Fiona carried out promptly and with no disruption to myself.

I find Fiona very easy to speak to and with her friendly manner and the excellent way of explaining matters means meetings are efficient and I am confident that Fiona is dealing with my all my enquiries.”

⇒

“- In January each year, myself and Fiona have a face to face meeting in the offices of City Financial Aberdeen. This is to go over the previous year as well as the upcoming years financial requirements as well as a general chat on how things are with myself and my wife. We have a mid year follow up, making sure things are going alright with ourselves and off course our finances. These chats are always followed up promptly with an email and a financial statement confirming all that was spoken about.

During the Covid period a face to face wasn’t possible so Fiona would arrange for Phone appointment, again to go over the same information, again followed up with an email and statement.

These meeting whether by phone or face to face are always completed professionally, friendly and competently and I always come out of them with a full understanding of my financial projections.”

G S – Aberdeen

I was recommended to use City Financial for financial advice whilst I was selling my property and buying a new one. My financial advisor was Andrew Paton who I could not recommend enough. He made the process so simple for me and put me at such ease, keeping me right as to what happens next and answering all (stupid) questions I had. He really made it a positive experience and stress-free. He kept me updated all the time and was so reliable. Having used a previous financial advisor many years ago who was not as reliable, my experiences were like night and day. I have advised friends in similar positions to contact Andrew and the team at City Financial for any financial advice required.

L M- Inverness