Citimark

Independent Financial Adviser 57 Normoor Road, Burghfield Common, Berkshire, Reading, RG7 3QQ
First meeting at adviser's own cost
Response rating
10/10
FCA verified
13th August 2018
We work with high earning/high net worth clients to help them to obtain Financial Freedom.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Jill Ellicott APFS Cert CII (MP&ER) Chart FP
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us
About us

Citimark have 8 authorised Financial Planners who are either Chartered or Certified Financial Planners and are a Chartered Financial Planning firm.

We spend time establishing your goals and objectives so that we understand what you want to achieve and can tell you whether you are on course to achieve your goals, whether you need to save more, spend less, retire later.

Whether you have too much, not enough or are just right, we tell you the truth about money.

We help you to use all available allowances and reliefs to improve your family's future.

Setting the right financial foundations and a path to run on, which we then maintain and improve upon at our annual review and forward planning meetings.

Our services

We help you to analyse where you are now, where you want to be and then to formulate the 'how' we can help get you there.

We use specialised software to project your financial future showing what your financial future looks like and how our advice will benefit you.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000

Similar advisers near you

Independent Financial Adviser 0.63 mi
EBP provides expert bespoke advice to individuals and businesses to help achieve their financial goals and/or business planning objectives.
 
Independent Financial Adviser 0.84 mi
Highly experienced pension and investment advice.
 
Independent Financial Adviser 1.85 mi
A professional, approachable and dependable firm of Chartered Financial Planners where the interests of clients always come first.
 
Independent Financial Adviser 1.85 mi
Specialise in: Retirement Planning, Pensions, SIPP's, Annuities, Investments, NISA's, Family Protection, Critical Illness Cover, Estate Planning, Inheritance Tax, Wills, Trusts