City Investment & Insurance Services Ltd
CI
Financial Advisors
City Investment & Insurance Services Ltd
251 Tulketh Brow, Preston PR2 2JH
# City Investment & Insurance Services Ltd
City Investment & Insurance Services is an independent financial advisory firm based in Preston, serving individuals and families across the North West. With over 100 years of combined professional experience, they provide comprehensive financial guidance spanning investments, retirement planning, mortgages, protection and insurance.
What sets them apart is their Chartered status—achieved in 2019, placing them among only 10% of UK advice firms with this qualification. As independent advisers, they access solutions across the entire market rather than promoting proprietary products, ensuring genuinely impartial recommendations tailored to individual circumstances.
The firm has built its reputation on long-term client relationships rather than transactional interactions. Many clients span multiple generations of the same family, with some relationships lasting decades. This approach reflects their core philosophy: that a solid financial plan enables clients to focus on enjoying life rather than worrying about money.
Their expertise extends to specialised areas including divorce financial planning, recognising that major life events require bespoke guidance. They're committed to acting in clients' best interests, maintaining professional standards backed by their Chartered credentials and deep market knowledge.
Based locally in Preston town centre, they're easily accessible whilst serving the wider surrounding areas. Their client testimonials and referral patterns demonstrate the trust they've earned since 2006, built on professional integrity, personalised service and proven results.
City Investment & Insurance Services is an independent financial advisory firm based in Preston, serving individuals and families across the North West. With over 100 years of combined professional experience, they provide comprehensive financial guidance spanning investments, retirement planning, mortgages, protection and insurance.
What sets them apart is their Chartered status—achieved in 2019, placing them among only 10% of UK advice firms with this qualification. As independent advisers, they access solutions across the entire market rather than promoting proprietary products, ensuring genuinely impartial recommendations tailored to individual circumstances.
The firm has built its reputation on long-term client relationships rather than transactional interactions. Many clients span multiple generations of the same family, with some relationships lasting decades. This approach reflects their core philosophy: that a solid financial plan enables clients to focus on enjoying life rather than worrying about money.
Their expertise extends to specialised areas including divorce financial planning, recognising that major life events require bespoke guidance. They're committed to acting in clients' best interests, maintaining professional standards backed by their Chartered credentials and deep market knowledge.
Based locally in Preston town centre, they're easily accessible whilst serving the wider surrounding areas. Their client testimonials and referral patterns demonstrate the trust they've earned since 2006, built on professional integrity, personalised service and proven results.
Services offered
Investment planningRetirement planningMortgage adviceLife insuranceProtection productsHome insuranceDivorce financial planningTax planning