Bath & City Financial

Bath & City Financial is a new Independent Financial Advice business based in Bath and is a joint venture between Bath Building Society and City Financial Planning Ltd, a successful Bath-based IFA. Hence the name, Bath & City Financial.

Being a locally based business, Bath Building Society has been building relationships with its members and customers for over 100 years. We believe that building great relationships is the cornerstone of good financial advice.

Our job is to help you cut through the elaborate maze of the financial services world to come up with straightforward plans and strategies that are right for you.

While we focus on

• Mortgages
• Investment
• Protection for your home and family
• Planning for retirement and...
• Inheritance Tax planning

we will make sure that what we recommend fits in with your other plans and circumstances.

As a company that recognises everybody as unique, we know that what works for one person won’t work for somebody else. We believe the best way to do that is to offer Independent advice where we can recommend the solution that is best suited to you, rather than push the products that any particular company wants to sell.