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  11. Citimark

Citimark

Independent Financial Adviser Suite 5, Farleigh House, Farleigh Court, Old Weston Road, Flax Bourton, Bristol, BS48 1UR
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
20th May 2019
Using sensible planning and investment strategies we bring your ambitions to life, maintaining flexibility in all solutions where possible.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group protection
    • Group risk
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Make an enquiry Request a call back 01275 604967 Recommend to a friend
Meet our advisers
John Clamp BA (Hons) FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
We have been very happy with the quality of service John has provided as our Financial Planner. It is always a pleasure to work with him, and Rachel and I are grateful for the care and attention he pays to our planning. John takes a very personal approach and we are reassured to know he is monitoring our retirement planning and savings, keeping an eye on changes in legislation, and helping us prioritise our financial goals. By giving our planning the time it deserves, John helps us keep our financial objectives in sharp focus while maintaining flexibility and security of our affairs. In summary, I cannot recommend John highly enough.
Clive and Rachel Swan, Farnham
Sandra and I have worked with John for three years and appreciate the time he has taken to understand our life goals. Developing our financial plan with Citimark has helped us make key lifestyle decisions with conviction, and provides us with the peace of mind to know we have the freedom to enjoy life without undue concerns around money. John approaches our financial planning by first understanding our background, and our aspirations, then presenting recommendations wholly relevant to us in achieving our desired lifestyle. I appreciate the well-thought-through approach to the advice, as John ensures our complete understanding no matter how complex the strategies required. Over time our objectives change and John has been pro-active in helping us pre-empt and begin to deal with the challenges of each stage of our financial lives to ensure our affairs are ordered in the most suitable manner. For Sandra and I, financial planning has brought to the fore many important actions we may otherwise not have considered.
Michael and Sandra, Caversham
Where to find us

Suite 5, Farleigh House, Farleigh Court, Old Weston Road, Flax Bourton, Bristol, BS48 1UR

Make an enquiry
About us

The Citimark Partnership is a directly authorised, independent, chartered financial planning practice.

We are privileged to work closely with our clients at every stage of their life-journey. As trusted advisers we take the time to understand the lifestyle our clients are working to achieve. Total financial independence relies on having a plan to know and understand what the end goal is.

Our role is to help you understand what you want out of life, then work with you to develop your own holistic financial plan and help keep you on track with it.

We have been advising high-earners, high net worth families, and business owners for over 30 years and have built a reputation for providing secure lifestyle planning solutions.

At Citimark we create more 'life certainty' by understanding our clients' personal goals and ambitions, and building a financial plan to deliver them. We understand money is a means to an end, not an end in itself. Therefore total awareness of the end we are working towards is essential.

Our services

Upon first engagement we often find prospective clients are paying more tax than is necessary; we help our clients structure their affairs in the most tax-efficient manner.

Citimark provide professional oversight for our clients' investments, ensuring they are not taking more risk than is suitable.

We work with our clients to make adequate provision for retirement in the face of ever-more restrictive pension legislation.

We help our clients understand their net worth, and explain what should be done to ensure its seamless transfer to the next generation(s).

Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Compliance

Our firm:

We are 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.

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.

Our business status:

We are fee-based and independent of any external influence, which means 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 advisers’ qualifications:

At Citimark our clients can be confident they are dealing with individuals who are highly technical and have excelled in their field whilst always retaining the human touch.

Our philosophy:

We understand your needs will be individual and diverse.

Through consultation we will gain an understanding of where you are today, how you got there, but more importantly where you want to go. We will then facilitate a financial model and encourage you to invoke a series of actions to turn your dreams into reality. We take great pride in developing elegant solutions for our clients – always communicating in a simple and easily understood way.

Our regulators:

FCA

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.

FOS

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.

Make an enquiry Request a call back 01275 604967 Recommend to a friend
Contact options
Make an enquiry Request
a call back 01275 604967 Recommend to a friend

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