Guy Skinner of Citygate Consulting about his Experiences Working with Owners Exiting their Business
Director of London based financial planning firm Citygate Consulting joins Darryl in this week’s episode. Guy established Citygate to provide an unparalleled first-class service for bespoke independent financial advice, with the client at the core of the process. Their client relationships are longstanding, founded on trust, service and performance.
After completing a Business Management degree, Guy decided to change career direction when he became a Financial Advisor. Initially cold-calling and targeting city lawyers, he was progressively able to build his client base, and twelve months later he was not only fully qualified but had the best figures in the UK for the network. An industry which has gradually transitioned over the last decade, Guy has recognised a shrinking pool but growing demand for Financial Advisors. Over his career, he has noted 3 critical parts to his involvement with business owners and their companies: bridging independent financial advice on an individual basis, employee benefits consultancy and thirdly advising of the company. However, not many advisors are aware how these singular faculties integrate. Guy stresses the importance of maintaining a holistic view, primarily not reducing yourself to one specialty.