Citimark

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.