http://www.financial-ombudsman.org.uk/

Excellence in Financial Planning
and Wealth Management

As independent financial advisers we can help you to define exactly what you want. Incorporating your life objectives into a financial plan is precisely what we do.

Citimark Services

For over 25 years our longstanding experience as financial planning and wealth management professionals has allowed us to focus on key areas of financial advice.

Private Clients

Private Clients

If you are an individual, couple or a trustee looking for advice on intelligent solutions to manage, preserve and protect your wealth then select our Private Client service 

Avantgarde

Avantgarde

If you are a company looking to maximise the benefits provided to your senior executives and key employees or you are that person select our Avantgarde service

Family Office

Family Office

If you are a business owner please select our Family Office service





Professional Connection

Professional Connections

If you are an Accountant or a Solicitor looking to work together with a reputable IFA practice for the mutual benefit of your clients' please select our Professional Connections service

What wealth really offers you is the ultimate in choice; the choice of how and where to spend your time because, after all, it is your most precious commodity. There's a big world out there to explore and a whole lifetime of experiences to be shared with family and friends; and part of our role is to maximise these choices and outcomes for you.Mark Incledon - Chief Executive Officer