The Citimark Partnership Ltd is a directly authorised chartered financial planning practice, regulated by the FCA. Primary advising high net worth personal, corporate and professional clients. Citimark have been providing wealth and asset management for affluent individuals for over 25 years. We combine individual and business investment expertise with market leading financial planning technology to provide a highly personal service that is really shaped to our clients' individual needs. At Citimark we pride ourselves on providing a little more 'life certainty' for our clients We take a different approach to our client's wealth, that's because we don't just deal with money - we create more life certainty by understanding their personal life goals and ambitions and build a financial plan to deliver them. Follow us on twitter https://twitter.com/CitimarkLtd
View Top Employees from The Citimark Partnership LtdWebsite | http://www.citimark.co.uk |
Revenue | $2 million |
Employees | 17 (11 on RocketReach) |
Founded | 1982 |
Industry | Financial Services, Finance General, Financial cash flow modelling, Real Estate, Finance, Specialist pensions advice, Commercial Real Estate, Wealth management and preservation, Tax planning, Retirement planning, Inheritance tax planning, Investment advice, Remuneration planning, Wealth creation planning, Family protection |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52399 Companies |
Looking for a particular The Citimark Partnership Ltd employee's phone or email?
The The Citimark Partnership Ltd annual revenue was $2 million in 2024.
Gill Apfs is the Director of The Citimark Partnership Ltd.
11 people are employed at The Citimark Partnership Ltd.
The Citimark Partnership Ltd is based in Bristol, Bristol.
The NAICS codes for The Citimark Partnership Ltd are [52, 523, 5239, 52399].
The SIC codes for The Citimark Partnership Ltd are [62, 628].