WHAT WE DO

Personal Services

Our clients are our priority and also our friends. We don’t sell, we don’t look for transactional business, we simply look after our clients and work hard to achieve the best outcome for them over time. We build long standing relationships, work with generations of families and are proud that, to date, our business has derived solely from the recommendations of existing clients.

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Full holistic financial planning including

INTER-GENERATIONAL PLANNING

Working with families to create bespoke, efficient strategies to enable wealth transfer through the generations, maintaining independence and control.

PROTECTION

Protecting you and those you care for during your life and ensuring the welfare of those you will leave behind.

MORTGAGES

Initial guidance (non-regulated) at no cost, with the option for advice provided by a referral to an external, independent whole of market mortgage adviser. Any mortgage advice would not be through Citadel Financial Solutions Ltd.

SAVINGS & INVESTMENTS

Bespoke whole of market planning to build financial strategies and security, in the most tax efficient manner for your circumstances and objectives, including Discretionary managed portfolio and specialist investments.

RETIREMENT PLANNING

Understanding your goals and creating a bespoke retirement plan, tailored to your needs. Working with you throughout life to review and adapt your strategy, as your circumstances change and develop.

TAKE IT FROM THEM

Some kind words from our clients…

A reassuringly professional and thorough approach throughout all of our dealings with them. Established a full understanding of our financial aims, and clearly presented and discussed various levels of risk scenarios, ultimately arriving at a well-balanced and effective investment plan.

We are particularly appreciative of the personal service, and with the ready availability to resolve any queries we have and to effect any changes we may wish to make. We are very pleased with the results to date, and we have full confidence going forward.

MARTIN & JANE, SOMERSET

Having being made redundant during the COVID pandemic and therefore retiring earlier than expected, the team at Citadel Financial Solutions have been unbelievably helpful in steering me through the financial maze of annuities and investment possibilities during this difficult period. I would highly recommend them as financial advisors.

JUDITH, LONDON

After looking for someone to help with financial advice and an investment strategy for my savings, I was recommended Citadel Financial Solutions by a friend. I had assumed the process of looking into options around any financial investments would be filled with difficult-to-understand terminology, a complicated sign-up process and a general feeling of uneasiness as to where my money was going. Any concerns I may have had were immediately removed thanks to the informative and friendly team at Citadel. Matthew took the time to really understand my current financial situation and needs for the future, as well as ensure I understood all aspects of what was being discussed so I could make an informed decision on the right investment strategy for me. He and the team made themselves available 24/7 via Zoom which made joining during Covid incredibly easy and any questions I had were always answered immediately. Their client portal is a simple and great way to view and monitor all of your financial investments in one place, as well as communicate with the team in a safe and secure way. I would highly recommend Citadel Financial Solutions to anyone thinking about what to do with their finances.

JACK, LONDON

We first met and engaged the services of Matthew Paveley in 2004, in his role as a Financial Advisor for Bank of Scotland Investment Services.

In 2009, when Matthew informed us that he was to start his own business as an Independent Financial Advisor, the decision we made could not have been easier. Over the preceding 5 years, the quality of advice and personal service we had received, led to our desire to transfer all our investments to his new company.

We continue to invest through Matthew and his company, Citadel Financial Solutions Limited, who have provided the personal and very professional platform, which is reflected in the performance of our portfolio of investments and helped shape our financial security.

It is reassuring to know that someone is available at short notice; who possesses the necessary knowledge and experience, applies a personal approach, is able to advise impartially on important investment and financial planning matters and provides an excellent all round service.

“Would we recommend this company in the future”? Unreservedly, yes.