This is a commercial quote-information page for people searching for City Financial Planning Limited in Bath. We are not affiliated with the firm; use the checklist below before choosing any life insurance policy.
What public listings show for City Financial Planning Limited
Public business listings show City Financial Planning Limited based at 3, Princes Buildings, George St, Bath BA1 2ED, United Kingdom. At the time of writing it holds a Google rating of 5.0 out of 5 across 3 reviews. Read the reviews on Google directly and consider their date and number before drawing conclusions. Its website is cityfinancialplanning.co.uk if you want to check its own wording first.
Reading public reviews in context
Public sources record a Google rating for City Financial Planning Limited based on 3 reviews. Ratings can be useful context, but read the original reviews and their dates rather than treating a score alone as a recommendation.
Understand fees and broker remuneration
Broker remuneration and fees can vary. Before proceeding, ask for the broker's terms of business and read the disclosures that apply to the quotation you receive.
A practical quote checklist
A good broker will walk you through these without being asked. If they do not, ask anyway:
- whether underwriting is full medical or moratorium
- if premiums are guaranteed or reviewable
- what happens to cover if you miss a payment
- whether critical illness cover is included or separate
The basis of the broker's recommendation
Different intermediaries can use different insurer relationships and distribution arrangements. Check the broker's terms of business to understand the basis of its service before comparing quotations.
Considering life insurance options
City Financial Planning Limited is listed as a life insurance option for buyers in Bath. Local and national brokers can offer different services, so read their terms and compare any quotations on a like-for-like basis.
Look at cover as well as price
A lower premium does not by itself show whether a policy meets your needs. Check the underwriting basis, whether premiums are guaranteed or reviewable, and any optional benefits and compare quotations on the same level of cover.
Request an alternative quote
The form lets you request contact from one selected FCA-authorised broker. It will explain its service and discuss suitable policies available through it. There is no obligation to buy.
There is value in asking the same questions of more than one service. Request a call from one selected FCA-authorised broker and compare the answers, policy documents and price on a like-for-like basis.
We have not assessed City Financial Planning Limited's service or the suitability, price or availability of any policy. Use its own documentation and personalised advice from an authorised firm when making a decision.