The citimark partnership limited
Our firm
Established in 1985 Citimark provides independent financial planning and investment services to private, trustee and corporate clients. We also work closely with other professional firms in order to offer clients a full holistic service.
e a Chartered financial planning practice committed to the Chartered Insurance Institute's Code of Ethics and Conduct reinforcing the highest standards in all of our business dealings.
Our business status
We are fee-based and independent of any external influence, which means that our advice is conflict-free and provides access to the entire range of financial solutions; thus enabling us to focus on what is right for our clients, whether or not this involves any financial product or investment.
Our philosophy
The Citimark Partnership Limited is authorised and regulated by the Financial Conduct Authority. Their aim is to protect consumers, ensure the industry remains stable and promote healthy competition between financial services providers.
The Financial Ombudsman Service was set up by law as an independent public body with an objective to resolve individual disputes between consumers and businesses – fairly, reasonably, quickly and informally . Full details of the Financial Ombudsman Service can be found here:
I have enjoyed a longstanding business relationship with Citimark who have provided our business with sound corporate advice and now that the company has been sold they have assisted my board of directors in a prudent and financially sound investment strategy
If you are a Senior executive , manager or a key employee you are likely to be a driven individual, focused on achieving your employer’s business objectives and this very often comes at the expense of neglecting your own lifestyle and financial aspirations.
Applying business principles to personal planning is key to planning out a future, which you may already desire, but lack the tools to deliver. This is where Avantgarde by Citimark comes into play.
Business owners/Entrepreneurs/Family businesses
Citimark has built up an impressive client portfolio of successful business owners/entrepreneurs leading their divisions in multiple market sectors. We understand that many owners are slaves to their business rather than masters and because we recognise these issues, we have the tools and expertise to help you meet your goals and maintain a healthy balance between business and personal life.
As chartered financial planners, we constantly work with other professionals to provide our clients with a total turn-key service for investment management and financial planning. That is why we are ideally placed to advise individuals in the legal, accountancy, medical, and IT professions or any professional excelling in their chosen field. We are dedicated to helping you manage your finances.
Citimark aims to build on its core of clients in the sports and entertainment arena. We are the first to recognise the importance of building and managing wealth of such individuals, whose career may not have the longevity compared to those in business and commerce.
