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.
TAKE IT FROM THEM
Some kind words from our clients…
‘As always, professional and helpful and understanding of my requirements’.
‘Matthew provides a good service tailored to the needs of the business and to my personal needs.’
‘A consummate professional, thorough, clear and understandable. My wife and I both instinctively trust him – we feel we have a personal service, which is important to us. Our thanks.’
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 is Authorised and regulated by the Financial Conduct Authority, FCA Number 1024155.
Registered Office. 74 Oaklea, Honiton EX14 1XH. Tel. 01404 549832 | Registered in England and Wales. Registration number 06929296
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.