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The Citimark Partnership Limitedwas originally incorporated in 1984 and since it's original formation the emphasis has been on providing clients with truly independent financial advice with no institutional or product bias. The company was renamed in 1989 when the existing owners successfully concluded a management buyout of the business. The Citimark Partnership Limited is a directly authorised financial planning practice regulated by the Financial Serivces Authority (FSA) primarily operating as personal and corporate financial planners. Citimark specialises in providing detailed personal and business financial solutions. This unique process combines state of the art planning technology with the individual 'intellectual capital' borne out of many years financial and business experience. The company sets uncompromising standards with all employees being encouraged to gain professional qualifications to the highest level attainable within the financial services industry. The company's clients are predominantly owner/managers of small to medium sized enterprises (SME's), successful company executives and high net worth individuals requiring; strategic planning, specialist tax sheltering and investment management advice. The Citimark Partnership Ltd Farleigh Court Old Weston Road Flax Bourton Bristol BS48 1UR Telephone: 01275 462469 mail: jennie@citimark.co.uk |