Daniel graduated from Cardiff University in 2006 with a degree in Business Administration. Now with over 10 years experience in the financial services industry, he has achieved Chartered Financial Planner status.
He joined Citimark as a paraplanner in April 2015, where he provides technical support and analysis to the financial planners.
Stephen joined Citimark in March 2011 from the Sales Support team at Standard Life where he spent 6 years working in a support role alongside two Account Managers.
Having completed a Business Economics and Marketing degree at the University of Dundee, John spent four years working for an investment platform before moving to Bristol and starting as a Paraplanner in 2014.
He joined Citimark in March 2017 and is now studying towards his diploma in regulated financial planning.
Andrew has worked in Financial Services for over 17 years during which time he has worked in a variety of roles including as an adviser. He achieved his Diploma in Financial Planning in 2009 and is working towards his Advanced Diploma.
He joined our paraplanning team in February 2018 where he provides support to our Financial Planners.