Mark joined the Financial Services industry in 1988 and within 15 months successfully implemented a management buyout of Citimark.
Over the last 28 years, he has developed a high-quality client bank of entrepreneurs and high net worth individuals and gained exposure to a vast array of businesses. Mark has also assisted many clients in aligning their personal objectives with that of their business.
Mark has a 75% shareholding in one of the DFM's we use, Bowmore Asset Management.
Gill joined Citimark in 2015, having enjoyed over 25 years’ experience in the financial services industry.
Prior to joining us, Gill was a regional director for a national financial advisory firm and was previously a shareholding director of an independent insurance broking and financial services company.
Gill has a 5% shareholding in one of the DFM's we use, Bowmore Asset Management.
Mark has over 25 years experience in the financial services industry, having previously worked as a financial adviser within the private client team of the Oval Group (Now Arthur J Gallagher) and Brunsdon Westinsure Group. Prior to advising, Mark has worked within specialist self investment and Private Banking organisations.
As a financial planner for Citimark, his main focus is to understand his clients’ current financial position and their goals and objectives, in order to create a comprehensive strategic plan.
Jill has over 26 years experience in financial services providing life-changing financial planning to individuals & business owners.
Jill specialises in holistic financial planning and in particular building up pension funds and then tax efficiently drawing the pension using all available tax allowances. She will help you to answer the questions you need answers to in order to move forward.
Neil is a Chartered Financial Planner and Fellow of the Personal Finance Society (PFS) with more than 14 years experience in Financial Services. He is a recognised Retirement Planning Specialist and Later Life Advice Specialist by the Chartered Insurance Institute. He has also specialised in providing advice on the NHS pension scheme benefits to Consultants and GP Principles for the past 10 years.
Neil previously worked for a Private bank and a top six accountancy practice.
The advice Neil provides covers income in retirement, investment advice, wealth protection, planning for the cost of long term care, estate and tax planning.
As a fellow of the Personal Finance Society, John has attained the highest level of qualification awarded by our professional body the CII. John has 12 years experience in holistic financial planning and is proud to have been with Citimark for more than five years.
John takes a ‘top-down’ approach to financial planning, beginning with a mutual understanding of the bigger picture - the aspirations and lifestyle goals our clients are looking to achieve. He will then work with clients to take a ‘deeper dive’ into their existing finances and arrangements and recommend the most suitable approach.
John works with high-earners and wealthy families where erosion of wealth to tax is a real concern, implementing sensible and flexible planning strategies to provide security and add tangible value over the longer term.