Financial Conduct Authority Number 480802

Our team

City & country financial services

Lina Bourdon, CeMAP, CeRER, DipFA, Independent Financial Adviser Managing Director

Lina started working in finances in 2006. She’s the founder of City & Country Financial Services and besides working with our clients, she is responsible for managing the company on a daily basis. Lina specialises in financial planning for professionals and business owners. She loves working with young people who plan to climb the ‘real estate owner ladder’ for the first time. Lina runs a series of workshops and talks on the topic of financial planning, helping young people better understand how to manage their finances and plan their future. Many people in our office as well as among our clients call Lina a workaholic, but few people know that she reads a lot (and we really mean a lot), loves nature and spends long hours walking in the woods. She’s an avid gardener and loves to travel. She lives in North London together with Roger, her husband, as well as their daughter.

Sebastian Fuz, CeMAP, DipFA, Independent Financial Adviser Financial Director

– financial planning director. Sebastian has been working with City & Country Financial Services since 2008. His financial knowledge has proved to be great support in developing our company, as well as boosting the services we offer our clients. Sebastian is an independent financial advisor specialising in financial advice for small and mid-sized businesses and their owners. Sebastian is responsible for taking care of our clients, as well as our internal systems. Sebastian is a proud dad to two beautiful children, and lives in South London with them and his wife Magda. He’s an avid football fan, loves to swim and travel and is a great cook.

Lina Bourdon, CeMAP, CeRER, DipFA Managing Director

Lina started working in finances in 2006. She’s the founder of City & Country Financial Services and besides working with our clients, she is responsible for managing the company on a daily basis. Lina specialises in financial planning for professionals and business owners. She loves working with young people who plan to climb the ‘real estate owner ladder’ for the first time. Lina runs a series of workshops and talks on the topic of financial planning, helping young people better understand how to manage their finances and plan their future. Many people in our office as well as among our clients call Lina a workaholic, but few people know that she reads a lot (and we really mean a lot), loves nature and spends long hours walking in the woods. She’s an avid gardener and loves to travel. She lives in North London together with Roger, her husband, as well as their daughter.

Roger Bourdon, Head of Will Writing & Estate Planning

– head of will writing and estate planning. Since 2008, Roger has been taking care of our will writing team, which has helped us provide the highest quality of service to all our clients. Roger can help clients make the hardest decisions when it comes to dividing their estate. Over 70% of UK citizens don’t have a will as they consider this area of financial planning the hardest to discuss and think about. Roger’s patience and sense of humour helps our clients open up, discuss all aspects and make a decision without any stress or gloom. In his free time, Roger loves to cook and experiment with various world cuisines. He’s an avid golfer and loves to travel. He’s a supporter of Southend United, though this matter is rarely brought up at the office.

Anita Klare, Clients Services Manager

– clients services manager. Anita is responsible for the smooth functioning of our office and she’s the head of our client services team. Anita acts as a conduit between our advisors, clients, and financial institutions we work with. Anita has been working with us since 2012. Prior to that, she took on different roles within the financial sector and her knowledge of those topics is incredibly valuable, appreciated both by our team and our clients. Anita is a happy mother to Milan and Alisha. In her free time, she likes to watch good films and spend time with family and friends.

Get in touch with Anita:

anita.klare@ccfs.london 020 3137 0500

Sandeep Lahori, CeMAP, Head of Mortgage and Protection Desk

Sandeep joined City & Country Financial Services in 2013. CeMap qualified and with strong academic background (Sandeep holds Master Degree in Business Administration) he is great addition to our team and he is a Head of our Mortgage and Protection desk.
Sandeep is a proud father of two children and lives in South East London along with his wife, Sunita. He has strong family values and believes that comprehensive financial planning leads to financial well-being and successful family life.
Sandeep enjoys playing cricket and traveling. Before he joined our Team he travelled intensively across the globe and as a result he developed a strong cultural understanding of people from diverse backgrounds.

Anita Klare, Clients Services Manager

– clients services manager. Anita is responsible for the smooth functioning of our office and she’s the head of our client services team. Anita acts as a conduit between our advisors, clients, and financial institutions we work with. Anita has been working with us since 2012. Prior to that, she took on different roles within the financial sector and her knowledge of those topics is incredibly valuable, appreciated both by our team and our clients. Anita is a happy mother to Milan and Alisha. In her free time, she likes to watch good films and spend time with family and friends.

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City & country financial services

Driving towards the next phase of your life

Getting the date right can help you reach your destination sooner At some point you’ll say ‘goodbye’ to your co-workers, get into your car and drive towards the next phase of your life – retirement. But when will that be? The move to retirement is one of the most...

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Back to the future

Visualising what really matters to you is the key to the planning process Have you ever thought about writing a letter to yourself to describe your ideal future life, long-term life goals and the process of how to plan for them? Imagining what you want your life to be...

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Transferring ISAs

Time to bring your investments together? If you have accumulated a number of Individual Savings Accounts (ISAs) over the years, keeping them all in one place could give you better control and help you save money. There’s a common misconception that you can’t move your...

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Your house may be taken over for your debt if you fail to pay your mortgage on time. Some forms of investment loans aren’t regulated by the Financial Conduct Authority. Writing down a Will and Testament isn’t regulated by the Financial Conduct Authority. City and Country Financial Services is a representative of New Leaf Distribution Limited, authorised and supervised by the Financial Conduct Authority Number 460421. Registered in the UK no. 5520001. Registered address: Princess Caroline House, 1 High Street, 1st Floor, Southend on Sea SS1 1JE. | Privacy Policy