(01404) 549832

WELCOME TO

Citadel Financial Solutions

We are genuinely independent, whole of market Financial Advisors, providing specialist holistic financial planning solutions for Personal and Corporate clients, often with complex needs.

At Citadel we believe in treating others as we would wish to be treated and building long term relationships with our clients; trust and respect are the bulwark of any relationship and for us our clients are our friends.

We aim to provide peace of mind through excellent advice and by helping to build secure financial futures for our clients and their families.

WHO ARE WE?

We are a close-knit team, with connections that go beyond our roles and we were all friends long before we worked together! We share the same vision of what constitutes good financial advice and planning and our close relationship brings an extra dimension to our client relationships.

FIND OUT MOREIN THE COMMUNITY

Corporate Services

Personal Services

Our Process

TAKE IT FROM THEM

Some kind words from our clients…

 

MEET OUR TEAM

Get to know us a little better…

CITADEL IN THE COMMUNITY

Get to know us a little better…

MEET THE TEAM

Get to know us a little better…

CITADEL IN THE COMMUNITY

Get to know us a little better…

TAKE IT FROM THEM

View Our Client Testimonials…

Get In Touch!

We would love to hear from you...

(01404) 549832

Calls may be recorded for training and compliance purposes

info@citadelfs.co.uk

Citadel Financial Solutions
74 Oaklea, Honiton, Devon EX14 1XH

Telephone (01404) 549832   |   Email info@citadelfs.co.uk

Calls may be recorded for training and compliance purposes

Citadel Financial Solutions Ltd. Registered Office: 74 Oaklea, Honiton, Devon EX14 1XH

Citadel Financial Solutions Ltd, registered in England & Wales No.06929296 FCA number 515001. View us on the FCA Register

Citadel Financial Solutions Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Vision Independent Financial Planning Ltd is registered in England and Wales registration number: 6650476. Registered Office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall, TR11 4SZ. This can be verified by visiting the FCA Register. Our FCA number is 487395.

The guidance or information contained within the website is subject to UK regulatory regime and is therefore aimed at consumers in the UK. The Financial Conduct Authority does not regulate Inheritance Tax and Estate Planning, Wills, Trusts, Business Finance, National Savings and some forms of Individual Savings Accounts.

The future value of investments can fall as well as rise and future growth is not guaranteed.

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