Citimark Partnership acquires financial planner Trigon as we push ahead with growth plan

March 26, 2020 | posted in Experiences and Places

Follows on from takeover of leading family office adviser Chawker & Co

COVID-19 - Update

March 22, 2020 | posted in Experiences and Places

At Citimark, the health and wellbeing of our staff and clients is of utmost importance. With this in mind, and given the current COVID-19 situation, we wanted to provide you with an update on how we will continue to work with you.

Citimark Spring Budget Guide 2020

March 12, 2020 | posted in Industry Comment

The new Chancellor of the Exchequer, Rishi Sunak, delivered his inaugural Budget to parliament on 11 March 2020, amid the backdrop of a growing threat to the economy from the global outbreak of coronavirus (COVID-19) – this Budget he announced aims to bring ‘stability and security’.

Coronavirus fears....

March 2, 2020 | posted in Industry Comment

Some wise words from Charles Incledon at Bowmore Asset Management as reported by the BBC. Click on full post for the whole story..

Citimark Partnership acquires leading family office advisory firm Chawker & Co

February 26, 2020 | posted in Experiences and Places

Chawker & Co recognised as a Top Consultant every year since 2015. Acquisition part of Citimark’s plans to expand its services.

January/February Newsletter

January 23, 2020 | posted in Newsletter

Welcome to our latest issue, looking at various topical subjects including "Financial Resolutions....what does wealth look like to you?".......