Citadel Financial Solutions Ltd

Citadel Financial Solutions Ltd is an independent financial advisor company based in Honiton, Devon. They provide a range of services to both personal and corporate clients, focusing on building long-term relationships and providing tailored advice. They specialize in holistic financial planning, including mortgages, savings, investments, retirement planning, and inter-generational planning. Their commitment to building trust and respect with their clients is reflected in their emphasis on personalized service and their reputation for being honest and straightforward in their approach.

Citadel Financial Solutions is also committed to giving back to the community. They have a history of supporting local charities through regular fundraising events and donations. Currently, they are focused on supporting the Devon Freewheelers, a charity that provides a free blood bike service to the NHS and Air Ambulances in the South West of England. They also sponsor the Honiton Rugby Club under 13’s. Their commitment to social responsibility highlights their desire to make a positive impact in the community.

Citadel Financial Solutions offers a flexible work environment with the potential for part-time work, as indicated by Lorraine Paveley's return to the workplace on a part-time basis after having a family. The company also utilizes technology to facilitate remote work, as demonstrated by their continued offering of pension clinics during the COVID-19 pandemic. While the job posting content does not explicitly mention remote work, the company's use of technology and emphasis on employee well-being suggests a potential for some level of remote or hybrid work arrangements.

Citadel Financial Solutions provides a range of employee benefits, including a collaborative and friendly work environment, a focus on employee well-being with financial clinics and guidance, and a commitment to personal and professional development through training and opportunities for growth within the company.

Citadel Financial Solutions is a genuinely independent financial advisory firm focused on building long-term relationships with clients. They prioritize trust and respect, aiming to provide peace of mind and secure financial futures for individuals and families. They are committed to a client-centric approach, providing bespoke and holistic financial planning solutions for both personal and corporate clients. Their team, comprised of friends who share a common vision, strives to deliver excellent advice and support, going beyond just providing services but building lasting relationships with their clients.

Citadel Financial Solutions promotes a culture built on strong ethics, genuine independence, and a focus on long-term client relationships. They prioritize building trust and respect with clients, treating them as individuals rather than account numbers. The company values a family-like atmosphere among its employees, emphasizing collaboration and a shared vision for ethical financial advice. Their commitment to community involvement and charitable giving further reinforces their values of integrity and social responsibility.

Citadel Financial Solutions Ltd. prioritizes a culture of inclusivity and respect, fostering a diverse and welcoming environment for both employees and clients. They value the unique perspectives and experiences each individual brings, believing it strengthens their ability to deliver tailored and effective financial advice. The company emphasizes building long-term relationships built on trust and understanding, regardless of background or identity.