Our Clients

A reputation built on financial results

Citimark have built our reputation on achieving tangible financial results for its clients for over a quarter of a century.

We have developed a unique expertise in addressing and balancing our clients' range of personal and corporate needs. At Citimark our clients always come first and our highly professional range of services ensure you receive top quality advice in an effective and discreet way.


Our Aim: To consistently add value to enrich the lives of all clients and to increase your level of success  to turn your aspirations into reality.


 

Financially independent people

With a general increase in financial awareness, more and more people are looking for ways of becoming financially independent. We work with these individuals to arrange their financial affairs to deliver choices for moving into the retirement phase of their lives.

This does not necessarily mean a total wind up in work/career but often a reduction in formal working hours in order to achieve other lifetime objectives. We can model a financial plan to achieve many of these aspirations.

 

Senior executives and key employees

If you are a Senior executive , manager or a key employee you are likely to be a  driven individual, focused on achieving your employer’s business objectives and this very often comes at the expense of neglecting  your own lifestyle and financial aspirations.

You may spend more time planning your summer holiday than the rest of your life! In the words of Mae West “You only live once”.

Applying business principles to personal planning is key to planning out a future, which you may already desire, but lack the tools to deliver. This is where Avantgarde by Citimark comes into play.

Business owners/Entrepreneurs/Family businesses

Citimark has built up an impressive client portfolio of successful business owners/entrepreneurs leading their divisions in multiple market sectors. We understand that many owners are slaves to their business rather than masters and because we recognise these issues, we have the tools and expertise to help you meet your goals and maintain a healthy balance between business and personal life.

Professional practice partners and self employed 

As chartered financial planners, we constantly work with other professionals to provide our clients with a total turn-key service for investment management and financial planning. That is why we are ideally placed to advise individuals in the legal, accountancy, medical, and IT professions or any professional excelling in their chosen field. We are dedicated to helping you manage your finances.

 

Sports and entertainment

Building wealth for sports and entertainment professionals.

Citimark aims to build on its core of clients in the sports and entertainment arena. We are the first to recognise the importance of building and managing wealth of such individuals, whose career may not have the longevity compared to those in business and commerce.

However, the same fundamental principles apply to building your financial plan and adding value to help achieve your lifestyle objectives.

Experience in your industry

Our expert advisory teams are committed to helping you measure the value of your earnings and build wealth throughout your career and beyond.

We build a master plan to leave you to concentrate purely on your career.

Working with your financial planner

We understand the power of teamwork and will integrate with already established professional connections. Our aim is to build and preserve  your wealth and help you identify and achieve your financial goals.