life is about moments

 
Dreams are today's answers to tomorrows questions EDGAR CAYCE

How we can make a difference
to your financial future

Citimark firmly believe that financial planning starts with what you want from your life and what your dreams and aspirations are. After all, true wealth is about life choices, not just money. Our objective is to facilitate and implement a strategy to bring your ambitions to life. That is at the heart of our philosophy.

It all starts with an in-depth personal consultation. From there you can choose a range of service levels depending on your specific needs and budget.


our range of services

  • Financial cash flow modelling
  • Investment advice
  • Tax planning
  • Retirement planning
  • Pension consolidation
  • Mortgage outsourcing
  • Personal Injury settlements
  • Inheritance tax planning
  • Wealth management & preservation
  • Remuneration planning
  • Personal risk assessment
  • Family protection
  • Trusts  - ( family & charitable)

 

how to put your Affairs in the hands of experts

One of our highly qualified financial planners will work with you to identify your financial objectives and develop a strategic plan to help achieve them. We will show you areas where real improvements can be made to your current position. These often result in enhanced life choices and ultimately peace of mind.


Ours is a lifestyle-orientated approach; helping you achieve lifetime goals and aspirations. After all, we believe financial independence is about choice, not just about money.

How does it work

1. Discovery Meeting

Stage One

To understand your financial objectives, risk tolerance and assess your current position.

2. Solution Planning

Stage Two

Solution planning to conduct a comprehensive review and research options to map a path from your current position to your desired position.

3. Recommendations

Stage Three

Recommendations to achieve your goals.

4. Implementation

Stage Four

Implementing the agreed recommendations on your behalf.

5. Regular Reviews

Stage Five

This is a dynamic process to keep you on track through regular review, incorporating new objectives and changes in personal circumstances.

Citimark: Making the difference for over 25 years

The Citimark Partnership is an independent Chartered Financial Planning practice. We have been advising high net worth private clients for over 25 years and have built a reputation for providing lifestyle financial planning solutions.


Our expert financial planners  take great pride in building professional, yet personal, relationships with their clients. We have been awarded Chartered Status and remain totally independent in our advice. Lifestyle and Financial Planning is not an exact science and requires regular reviews to ensure client objectives are consistently met.

I was extremely sceptical of IFA's based on a bad personal experience until I met Mark Incledon and his team who have been professional in all aspects of arranging my financial affairs. They have diligently assisted me in obtaining compensation for the bad advice historically givenMartin Cox - Retired Entrepreneur