Introduction to becoming a Citimark client

The strength of our client relationships is founded on our total commitment to deliver the highest levels of independent advice and always strive to exceed our client's expectations. We have been constantly achieving this for over a quarter of a century.

Our Chartered Status ensures that you will be advised by a highly qualified financial practitioner who will ensure an in-depth understanding of your lifestyle objectives and challenges facing you and your family moving forward.

If you would like to know whether Citimark can significantly add value to your financial or lifestyle affairs, then please take a moment to complete this form.

Income and assets

To assist us in assessing whether Citimark is right for you and in order for us to contact you directly, please complete this form.

Your Income

* Occupation Please select Business owner Executive Media/Sport/Arts Professional Retired Other

* Total annual income Please select £0-75k £76-100k £101-150 £151-200k £201-250k £251-500k £501-750k £751-1.25m £1.5m+

* Liquid assets Please select £0-50k £51-250k £251-500k £501-750 £751-1m £1.1m-4m £5.1-10m £10m+ Cash, ISA's, Bonds, Shares, Share Options, pension fund collectives

* Fixed assets Please select £0-2m £2.1-4m £4.1-6m £6.1-8m £8.1-10m £10.1-20+ £20m+ Property, business value, land value, car collection, antiques, wine collection

Personal details

* Title Please select Mr Master Miss Ms Mrs Dr Professor Captain Major Colonel Lord Lady Canon Reverend Father Sister Sir Dame Hon Other

* First name

* Last name

* Date of birth / / (DD / MM / YYYY)

* Country of residence Please select England Wales Scotland Ireland Europe

* Nationality Please select English Welsh Scottish Irish

Contact details

* Address

* Address line 2

Address line 3

* Postcode:

* Telephone number

* Email address