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Our Ethos

Shaping financial futures since 2009

In financial services history is important and Citadel Financial Solutions have been looking after our personal and corporate clients since 2009; although our relationship with many of our clients goes back much further.

We do not believe in selling products and do not look for transactional business. Citadel does not advertise for clients; we have grown by client referrals; something we are very proud of. Our clients are often connected by ties of friendship or family and we look to work with them through the generations, helping to secure the financial future of the families and companies we support.

For us relationships are all important; we believe, the stronger the relationship and the more involvement the client has with their financial planning, the better the financial outcome. Our clients are our friends and we provide them with genuinely bespoke financial advice and service!


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