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.
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.
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.
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).