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.
Carlie joined Citimark in December 2013 and has over 15 years experience within Financial Services working as both personal assistant and paraplanner to advisers, providing research and compiling comprehensive suitability reports and reviews for clients.
Carlie has also achieved a certificate in financial planning and is working towards her diploma.
Sian joined Citimark in August 2016 having previously worked at another Chartered and Independent advisory firm in a similar role, providing technical research and support to Financial Planners as well as producing recommendation reports for high net worth clients.
Sian has a depth of experience including 9 years at one of the world’s largest banks, mainly working in financial planning, both in the UK and offshore in Jersey, in a variety of roles.
Sian has completed the level 4 Diploma and level 6 Advanced Diploma in Financial Advice and is a Chartered member of the Institute of Financial Services.
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.