December 23, 2015 | posted in Newsletter

Financial planning: get ready for 2016 In this issue: How long does your pension have to last? Just how important is China? New Year cover time Capital for kids

2016 Changes in pension legislation affecting you

December 23, 2015 | posted in Industry Comment

A major change in pension legislation could seriously affect you and result in you paying income tax of up to 45% on your pension contributions!

Citimark wish you and your family a Merry Christmas

December 23, 2015 | posted in Industry Comment

Citimark have made it into this year’s New Model Adviser® Top 100 Financial Planning Firms

November 23, 2015 | posted in PR

For the last three consecutive years, Citimark have made an appearance in the New Model Adviser® Top 100 financial planning firms.

MPs launch auto-enrolment inquiry

November 19, 2015 | posted in

Government spending watchdog the Public Accounts Committee (PAC) has started an investigation into auto-enrolment, focusing on the risks of smaller firms enrolling and whether the process increases retirement income Article by Charles Walmsley 09 Nov, 2015- New Model Advisor

Track Day - Castle Combe - Ferrari 488

November 3, 2015 | posted in Experiences and Places

Citimark invited clients to attend a Ferrari track day at Castle Combe race course. The event was organised by Dick Lovett who made the day spectacular.