Category Results

Gifting During Covid-19

May 4, 2020 | posted in Experiences and Places

Things to consider if you are helping a loved one meet their financial commitments....

Adviser Alpha - Can you afford not to take financial advice?

April 24, 2020 | posted in Experiences and Places

We would like to share with you our third in a series of video updates....

2020-2021 Tax Planning

April 16, 2020 | posted in Experiences and Places

As we enter the second week of 2020/21 tax year and brace ourselves for the imminent extension to lockdown, we would like to share with you the second in our series of video updates....

If there is one statement all investors tend to agree on, it is that ‘markets hate uncertainty’

April 3, 2020 | posted in Experiences and Places

A very interesting article from one of our Chartered Financial Planners, John Clamp, as reported in the Money Observer....

5 Points to Action - COVID 19

April 3, 2020 | posted in Experiences and Places

What actions should you consider taking as a result of Coronavirus?

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 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.

Seasons Greetings from us all at Citimark

December 20, 2019 | posted in Experiences and Places

Citimark Golf Day

October 25, 2019 | posted in Experiences and Places

Citimark were delighted to host their golf day at Bristol & Clifton Golf Club on Thursday 17th October.

Your Best Retirement EVER!

August 1, 2019 | posted in Experiences and Places

This interactive workshop will give you some practical tools and provide an opportunity for you to explore and understand what’s involved for you in making this Your Best Retirement EVER!

Citimark Go Live

May 16, 2019 | posted in Experiences and Places

Citimark go live with their new web based software, Intelliflo today.

Great Bristol 10K Business Challenge

May 9, 2019 | posted in Experiences and Places

Citimark strongly believe in putting something back into the community. This year we entered a team into the Great Bristol 10k Business Challenge to fundraise for the Multiple Sclerosis Society.

Congratulations

March 28, 2019 | posted in Experiences and Places

Citimark would like to congratulate Charles Incledon on being named in the 2019 Private Asset Managers (PAM) Top 40 under 40.

Seasons Greetings from us all at Citimark

December 19, 2018 | posted in Experiences and Places

Citimark Golf Day

September 19, 2018 | posted in Experiences and Places

Citimark were delighted to host their golf day at Bristol & Clifton Golf Club on Thursday 30th August.

Hole in One wins Porsche

June 19, 2018 | posted in Experiences and Places

David's perfect drive wins him a £47k Porsche! Click on the Full Post icon to see the story in the Western Daily Press.

Great Bristol 10k Business Challenge

May 16, 2018 | posted in Experiences and Places

Citimark strongly believes in putting something back into the community. This year, we have entered a team into the Great Bristol 10k Business Challenge to fundraise for the Children's Hospice South West.

Season's Greetings from us all at Citimark

December 22, 2017 | posted in Experiences and Places

CITIMARK GOLF DAY

November 3, 2017 | posted in Experiences and Places

Citimark were delighted to host their golf day at Bristol & Clifton Golf Club on Thursday 12th October.