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