Our Professional Network

Wealth Management


Intelligent Solutions to Managing Wealth

Your wealth gives you the potential to live your life to the full. Our comprehensive service ensures that many of your dreams turn into reality to ensure an exciting future.

At Citimark, we deliver to individuals and families, a holistic approach to lifestyle planning and wealth management; to manage and protect your assets for the benefit of your family through intelligent succession planning. We continually identify tax sheltering and deferment opportunities in line with your risk profile and personal circumstances.

Our totally independent and accredited chartered status gives us a unique and competitive edge in co-ordinating and working together with other professional practices..

We develop close working and meaningful relationships with our clients, caring for your money as if it were our own. Our wealth advisers have a broad range of skills and are hand-picked to work with you to provide a completely impartial and tailored solution in order to maximise the potential your wealth will undoubtedly provide.

For further information please visit www.citimark.co.uk or contact Mark Incledon (CEO) 01275 462469 or 07768 942555. 

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"..Most importantly, their team is knowledgeable, efficient and extremely committed to excellent client service.."