Innovation distinguishes between a leader and a followerSteve Jobs

Professional Connections

Clients are increasingly demanding a more holistic and integrated service between their legal advisers, accountants and financial planners. This creates the opportunity to deliver a truly added value service.  Citimark recognise the value of working in concert with you to deliver a service which we believe will exceed your clients expectations.

How we can help you to grow your business

    We can provide the following for you or your clients:
  • Financial planning seminars.
  • Training, educational material and updates regarding financial matters. 
  • Joint seminars covering mutually relevant areas.
  • Offering a financial clinic alongside one of your existing services. 
  • Joint marketing initiatives.
  • Joint ventures to develop a broader enriched client service.

             Working together

IFA 

Our initial discovery consultation will very often  provide all of the immediate guidance a client requires and  invariably highlight other opportunities requiring specific advice. Our fees are fully disclosed at  outset and are clear, fair and transparent.

Professional Connections Protection

Solicitors

Our regulator expects us to clearly differentiate between legal and non-legal advice.

There are many occasions when legal work gives rise to the need of financial advice and we regard it as part of our duty of care to ensure that our clients  receive  truly independent advice from a  reputable source which dovetails and adheres to our own professional standards.

We firmly believe that a more all embracing holistic service  creates more business development opportunities.

 

Working with Solicitors

Working with Solictors

Our highly qualified financial planners can bring an additional dimension to your service.

Our service starts with a no charge initial consultation: This may provide all of the assistance your client requires, however where further advice is required our fees are fully transparent and disclosed before any work is carried out. We also ensure that you are kept fully informed of all of our advice and you remain in the picture at all times.

We bring business principles to personal planning by creating a cash flow plan to ensure your clients maintain their lifestyle without undue risk of capital loss. This can be useful in numerous applications including personal injury trusts and other court of protection cases, inheritance tax planning, divorce and business disposals.

Accountants

Our experience more often than not identifies the opportunity for our clients to receive high quality regulated financial advice.For example if we were looking to reduce a  company's liability to tax we may suggest a pension contribution obviously being aware of any tax consequences.

The challenge would be in identifying and selecting the most appropriate pension structure to meet the clients objectives.

Our clients undoubtedly benefit from a more integrated holistic service which is likely to exceed their expectations.

 

Working with accountants

Working with Accountants

Our highly qualified financial planners can bring an additional dimension to your service.

Our service starts with a no charge initial consultation: This may provide all of the assistance your client requires, however where further advice is needed our fees are fully transparent and disclosed before any work is carried out. We also ensure that you are kept fully informed of all of our advice and you remain in the picture at all times.

We bring business principles to personal planning by utilising our cash-flow planning expertise,  to ensure your clients maintain their lifestyle without undue risk to capital loss. This is an integral part of any good financial plan and can also be useful in divorce situations or where a client is considering the sale of their business but wants to be sure that they are selling for sufficient consideration to support their lifestyle moving forward.

We are experts in all aspects of pensions advice including detailed carry forward calculations, particularly when made more challenging by defined benefit accruals. 

Our corporate advice extends to business owners on HMRC approved tax sheltering investments and business protection.

 

Our experience has been that clients have valued our input and that this creates a greater sense of loyalty to the professional partner who has recommended usGill Millen - director/chartered financial planner.