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