New role created to help scale our personalised financial planning

Citywide, the Surrey-based boutique private client wealth manager, has appointed Petra Spirkova as Financial Planning Director, as it continues to deepen its client offering with personalised, relationship-led advice.

Her appointment reflects a growing shift in the advice market, as clients increasingly seek more holistic and face-to-face support, particularly at key life stages where financial decisions are closely tied to family or personal circumstances.

Petra brings over 20 years’ experience advising high-net-worth individuals and families on long-term financial planning, bringing a particular focus on financial planning for women and extensive experience supporting clients through complex life transitions. As an associate of Resolution, Petra supports clients with expert advice on financial settlement options and decisions.

Petra joins from First Wealth, and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), as well as a Certified Financial Coach.

Petra Spirkova said:

“Clients are increasingly looking for trusted, personalised advice that encapsulates all aspects of their lives, not just their investments. What drew me to Citywide is the focus on building long-term, meaningful relationships – taking the time to really understand what matters to clients. Combining coaching with expert technical planning allows for deeper conversations, providing clarity – ultimately setting our clients up for financial success”

Clinton Askew, Citywide’s founder and CEO added:

“In a world of AI where information is abundant – accountability is rare, and we’re seeing a clear shift in expectations. Clients want personal advice that is considered and aligned to their lives, now more than ever before.

Petra’s experience, particularly her coaching-led approach and her work supporting clients through complex life stages, strengthens our ability to deliver advice in a thoughtful and engaging way through boutique services that put our clients firmly in control of their financial lives. We’re delighted to welcome Petra into our growing team here at Citywide.”

Petra’s appointment marks a further step in Citywide’s growth as it continues to build a team focused on delivering deeply personalised, holistic financial advice and wealth management.

Learn more about Petra.

Media enquiries to: media@citywidefinancial.co.uk 

This article is for informational purposes only and does not constitute personalised financial advice. Tax treatment depends on individual circumstances and may change. Figures shown are illustrative only and not guaranteed. Please speak with your Citywide adviser before making any decisions.