Every plan for a life well lived starts with understanding what you really want your future to look like.

Your assets, pensions and investments only make sense in the context of your objectives and, our passion at Citypoint Wealth, is to help ensure your capital is working for you, not the other way round.

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Our first question to clients is, tell me about yourselves and how you got here? We’re not just being nosey, having a solid understanding of our clients’ background and how they got to where they are is basic to the process.

The next question is often more difficult, what are your hopes and dreams? It’s not easy deciding on your essential life goals. Often the first answer we get is ‘I’ve never really thought about it!’, don’t worry there are no right or wrong answers and usually writing them down is a great place to start.

The answers to these 2 basic questions are the foundations, if you like, that your plan will be built on.

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Citypoint Wealth

Planning

We find what’s important to you and build your work and wealth around these aspirations.

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Citypoint Wealth

You

Our clients are varied, the common thread is their desire to live their best lives.

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Citypoint Wealth

Us

Collaboration on ISA’s, pensions and trusts which are part of our toolbox not products to promote.

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