Business Details
20 Years
experience
Independent Financial Advisers in Preston
City Investment & Insurance Services has been providing independent financial advice since 2006, built on a foundation of trust and client-centric values. Our team combines over 100 years of collective experience in financial services, offering tailored solutions for investments, protection, retirement planning, and mortgages. Achieving Chartered status in 2019 places us among the top 10% of advice firms, reflecting our commitment to professional excellence. We serve clients across Preston and surrounding areas, prioritising long-term relationships over transactional interactions. Our independence ensures access to the entire market, allowing unbiased recommendations aligned with individual client needs. Specialising in multigenerational financial planning, we support families across decades with consistent, personalised advice.Regulatory compliance under the Financial Conduct Authority guarantees adherence to strict standards, while our local presence ensures accessible, community-focused service. Client loyalty forms the cornerstone of our practice, with referrals and repeat business underscoring our reputation for integrity. We combine cutting-edge technology with traditional face-to-face consultations to deliver seamless financial guidance, whether in our office or clients' homes. Continuous professional development ensures our advisers remain at the forefront of industry developments, providing informed, future-proof recommendations.
Services
Investments
Protection
Retirement Planning
Mortgages
Home Insurance
Tax Planning
Inheritance Tax Mitigation
Equity Release
School Fees Planning
Business Protection
Details
- Year established: 2006
Highlights and features
- Trusted since 2006 with a proven track record of client loyalty
- Chartered status placing us in top 10% of financial advice firms
- Over 100 years combined experience in financial services
- Independent advisers with access to whole-of-market solutions
- Local presence serving Preston and surrounding areas
Associations and certifications
- Chartered Financial Planners
Services
Investment Planning
We create customised investment portfolios aligned with your financial goals and risk tolerance. Our independent status allows access to the entire market, ensuring optimal solutions. Regular reviews maintain alignment with changing circumstances and market conditions.
Retirement Planning
Our retirement specialists help quantify income needs using cash flow modelling tools. We advise on pension transfers, tax relief optimisation, and flexible income solutions. Regular reviews ensure ongoing suitability amid legislative changes.
Mortgage Advice
We offer independent mortgage advice with access to major lenders and specialist Buy to Let products. Our services include equity release for over-55s and protection planning. Transparent fee structure with no upfront costs for standard cases.
Personal Protection
We arrange life assurance, critical illness cover, income protection, and mortgage protection policies. Our advice considers changing family circumstances and job status to ensure comprehensive financial security for dependants.
Home Insurance
We provide buildings and contents insurance solutions with annual reviews to maintain appropriate coverage. Our advice helps optimise premiums through security measures and policy combinations while ensuring adequate protection against risks.
People
Carl Slade
Financial Adviser
Experienced financial planner specialising in retirement strategies and investment management with over 25 years in the industry.
Martin Newton
Financial Adviser
Expert in mortgage solutions and equity release products, helping clients navigate property finance complexities.
Karl Wolstencroft
Financial Adviser
Specialist in protection planning and business insurance solutions with a focus on family financial security.
Will Scott
Financial Adviser
Provides comprehensive financial planning services with particular expertise in school fees planning and inheritance tax mitigation.
Questions
What financial services do you offer?
We provide investment advice, protection planning, retirement strategies, mortgage solutions, and home insurance tailored to individual needs.
Are you regulated by financial authorities?
Yes, we are FCA-authorised and hold Chartered Financial Planner status for professional excellence.
Do you charge fees for mortgage advice?
We typically receive commission from lenders, but may charge up to £500 for complex cases with prior agreement.
Which areas do you serve?
We primarily serve Preston, Lancashire, and surrounding areas with localised financial advice.
How can I arrange a consultation?
Contact us via phone or email to schedule a free initial consultation at our office or your preferred location.
