Farleigh Gate

Advisers

Mark Incledon Dip PFS CFPTM Chartered MCSI

Chief Executive Officer/Certified Financial Planner

Mark is a partly qualified Chartered Accountant and trained with Peat Marwick Mitchell (now KPMG) before spending 8 years in the IT industry as a major account manager with Digital Equipment Company (DEC), managing the computer needs for Thorn EMI and WH Smith.

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.

Gill Millen APFS

Director | Chartered Financial Planner

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.

 

Mark Millett DipPFS

Financial Planner

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.

Mark Jeffs BA (Hons) DipPFS

Financial Planner

Mark has over 14 years experience in the financial services industry, having previously worked as a technical adviser within the financial planning team at Grant Thornton and at Broadoak Group.

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.

Tracey Gloyne DipPFS

Corporate Financial Planner

Tracey specialises in providing Financial Planning Advice and Employee Benefit Services to our Corporate Clients. With 25 years’ experience in the Corporate arena, Tracey has assisted all types of business from International High Street Brands to Micro Employers.

Tracey enjoys advising the whole workforce and a typical day can see her deliver a Business Solution to the Board in the morning and guide an employee through their retirement options in the afternoon.

Tracey’s first auto-enrolment project was for an employer with 12,000 employees and she has gone on to successfully stage over 50 more clients to date.

Working from Essex, Tracey’s region broadly includes London, Home Counties and the South East.

Jill Ellicott APFS

Chartered Financial Planner

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 Rushton BA (Hons) FPFS

Chartered Financial Planner

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.

John Clamp BA FPFS

Trainee adviser/Chartered Financial Planner

John joined Citimark in March 2013 and has over 10 years’ experience in holistic financial planning. He graduated from the University of Leicester in 2004, and more recently in 2016 became a Fellow of the Personal Finance Society.

Supporting the Financial Planners, John enjoys meeting with clients and helping develop meaningful solutions to achieve their life goals.