The Citimark Partnership Limited.
The planning adventure.
The Citimark Partnership Limited (Citimark) is a directly authorised financial planning practice, regulated by the FSA primarily acting as high net worth personal and corporate financial planners. We specialise in providing holistic personal and business financial solutions, capital fundraising and management consultancy. This unique approach combines years of individual financial and business experience with state of the art investment planning technology.
Through our links with other professional practices, Citimark can provide access to other core services such as accounting advice and taxation advice, debt finance and legal advice. Of course our key desire is to manage your hard earned wealth to the highest standards, but we pride ourselves on being able to offer advice on many other aspects of affluent living such as access to exclusive events, advice on the best places to eat and stay and the most reputable purveyors of luxury items. We do more than just look after your investment portfolio. Our holistic approach is, as they say, all part of the service.
Martin Cox - Retired Entrepreneur"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 given"
Stuart Turner - Sales Director Oracle UK - Retired"My wife and I have been clients of Citimark for over 20 years and have provided consistent advice and looked after all of my affairs with integrity and professionalism. My role in Oracle left me with little time to focus on my finances but I am now able to enjoy the lifestyle of my dreams as a result of Citimark's excellent advice"