City Trustees - part of Mattioli Woods



Business generation ideas

"We work with our partners providing support to grow their business"

As a specialist pension provider, City Trustees is committed and focused on exclusively distributing fully bespoke products to independent financial advisers (IFAs), wealth managers and other intermediaries.

Our products are designed to maximise the full flexibility of pension legislation and to generate business growth, enabling advisers to provide comprehensive solutions to clients covering all aspects of retirement provision.

Dedicated business development

We look to work tactically with our introducers and have a dedicated team of business managers that will provide a personalised service that you require.

Key to our offering is our proactive technical support and provision of investment solutions, which ensures that our partners can maximise their clients' pension arrangements.

Up-to-date communications and ideas

To keep you updated on the changes in pension legislation as well as the challenges and opportunities that arise from them to ensure that you are ahead of the game, we provide effective IFA communications. These range from regular industry and legislative e-bulletins and newsletters, to seminars and factsheets on a variety of topics.

Contact us

For more information on how we can support you and your business, please call us on 0116 240 8730 or email info@citytrustees.co.uk