Citimark

Independent Financial Adviser  Redcliff House, Somerset, Cheddar, BS27 3SG
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FCA authorised
Last authorised 14th June 2021
Honest, straight talking advice backed up by a high level of professionalism and integrity!
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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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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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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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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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Meet our advisers
MR Neil Rushton
About us

At Citimark we take a different approach to helping people manage their wealth, we don't only deal with money. We create more 'life certainty' by applying Lifestyle Financial Planning to achieve better results for clients.

Lifestyle Financial Planning involves working together to help identify, achieve and maintain a desired lifestyle with peace of mind that the money won't run out.

Citimark is a directly authorised chartered financial planning practice, providing financial advice in Bristol, London, South West England and across the M4 corridor. We work with clients to develop a bespoke holistic financial plan, and specialise in wealth management, pensions advice, retirement and estate planning, tax planning strategies., long term care fee planning, business succession planning and profit extraction, creating a sustainable income strategy for vulnerable clients as well as supporting clients and their legal advisers in the event of divorce.

Our fees are transparent and communicated clearly prior to any work being undertaken.

Our services

Understanding client's needs and desired lifestyle . Applying over 30 years of experience (many more in total across the business) to implement a suitable long term financial plan, to achieve financial independence. Being a trusted adviser to clients and their families to ensure their plan remains on track and their wealth is protected.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£500,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Redcliff House, New Road, Draycott, Somerset, Cheddar, BS27 3SG

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Our Chartered status is a reflection of the quality of independent financial advice we provide.