Citimark

Independent Financial Adviser  Suite 5, Flax Bourton, Bristol, BS48 1UR
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FCA authorised
Last authorised 14th June 2021
Using sensible planning and investment strategies we bring your ambitions to life, maintaining flexibility in all solutions where possible.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
Meet our advisers
MR John Clamp BA (Hons) FPFS
Chartered Financial Planner
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).

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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