who we are

City and Trust Finance Limited has been established as Independent Financial Advisors since 1980, offering impartial financial advice to our loyal client base, some of whom have been with us for over 25 years.

Our Managing Director is Steve DipPFS

Steve began his career with 9 years in the Head Office Pensions Departments of two UK Life Insurers and specialised in the technical side.
He has been with City & Trust since 1984.
Specialising in Pensions and Investment, Steve aims to advise clients in clear and concise terms, simplifying potentially complex areas.
As well as holding the Diploma, Steve has held specialist pension qualifications for many years, allowing advice to be given across a broad range of pension issues. He is a life member of the PFS, our professional body.

Our Client Services Director is Isa M Graham, DipFA.

Isa has been with City & Trust since 1991, having previously worked in a managerial role for Insurance Companies and Insurance Brokers.

Having been a protection specialist for many years, she has now developed the Long Term Care side of City & Trust and regularly runs seminars on this subject for other professionals.

CITY & TRUST FINANCE LIMITED is authorised and regulated by The Financial Conduct Authority. CITY & TRUST FINANCE LIMITED is entered on the FCA register (www.fsa.gov.uk/register/) under reference 133462.

The Financial Conduct Authority do not regulate Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning.