Citimark

Independent Financial Adviser Redcliff House, New Road, Draycott, Somerset, Cheddar, BS27 3SG
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
Honest, straight talking advice backed up by a high level of professionalism and integrity!
We can advise you on
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Neil Rushton
Where to find us

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

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£500,000
Compliance

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.

Similar advisers near you

Independent Financial Adviser 4.42 mi
Independent Financial Adviser with over 20 years experience in Financial Services, based in the Weston Super Mare and Somerset area.
 
Independent Financial Adviser 5.43 mi
Based in Wells, Somerset, Silver Oak Financial Solutions provide financial advice to clients in the South West.
 
Independent Financial Adviser 5.62 mi
We take pride in offering independent, and friendly advice. We like to listen and help you secure your financial future.
 
Independent Financial Adviser 5.79 mi
Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.