Things to consider if you are helping a loved one meet their financial commitments....
We would like to share with you our third in a series of video updates....
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....
A very interesting article from one of our Chartered Financial Planners, John Clamp, as reported in the Money Observer....
What actions should you consider taking as a result of Coronavirus?
Follows on from takeover of leading family office adviser Chawker & Co
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.
Chawker & Co recognised as a Top Consultant every year since 2015.
Acquisition part of Citimark’s plans to expand its services.
Citimark were delighted to host their golf day at Bristol & Clifton Golf Club on Thursday 17th October.
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 with their new web based software, Intelliflo today.
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.
Citimark would like to congratulate Charles Incledon on being named in the 2019 Private Asset Managers (PAM) Top 40 under 40.
Citimark were delighted to host their golf day at Bristol & Clifton Golf Club on Thursday 30th August.
David's perfect drive wins him a £47k Porsche! Click on the Full Post icon to see the story in the Western Daily Press.
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.
Citimark were delighted to host their golf day at Bristol & Clifton Golf Club on Thursday 12th October.