Including clinics offering information support & guidance, employee point of contact and ongoing support. Help with any financial matter.

• Pension Planning
• Profit Extraction
• Tax Planning
• Investment Advice
• Directors Protection

• Key Person Protection
• Shareholder Protection
• Relevant Life Cover (Directors Death in Service)
• Group Life (Death in Service)
• Group Income Protection

Workplace savings solutions including auto-enrolment, scheme governance & ongoing suitability reviews, Scheme support & Guidance, Payroll integration and Employee wellbeing support.

Building a unique relationship with directors/Owners and the business, sharing best practise and experience to help develop and explore business plans and strategies.

Matthew and the team at CITADEL have provided ‘one to one’ pension and financial guidance to our staff for many years. The relationship we now enjoy has enabled a more personal service for our employees, who are happy to deal directly with CITADEL on a more flexible basis if required. Our monthly onsite Pension clinics have obviously been affected by the COVID-19 restrictions, however with the help of Matthew, Lorraine and Lauren we have been able to continue to offer this valuable benefit to our employees, through the use of technology.

Matt and his team have provided financial advisory services to our business for over 15 years ranging from corporate treasury advice to running quarterly pension clinics for all staff.

In addition Matt has looked after my own financial affairs throughout that period. His focus is very much on building a long-term relationship, gaining a full and rounded understanding of his client’s needs and financial goals and providing tailored, considered solutions that are practical and uncomplicated.

With Matt and his team you never get the feeling that you are being sold a “product” but are being provided with a range of solutions that are entirely appropriate to the goal that you are striving to achieve.

Matt makes every effort to explain in plain English the merits (and risks) associated with the range of recommendations provided so that you are enable to make informed choices and decisions.

Always happy and available to talk to you about your financial affairs, a really pleasant person to work with supported by a very helpful and friendly support team.

I am pleased to confirm that Citadel Financial Solutions has been looking after our staff’s financial affairs for many years now. He and his team provide our staff with courteous and professional advice, given in an ‘easy to understand’ friendly manner. Matthew is happy to help with anything financial however big or small. It is reassuring to know that he is always on the end of a phone to help.

We are pleased to be able to recommend his services.’