Paul Humphrey

online Member

The Citimark Partnership Ltd

Our initial focus is on establishing what our clients want to do and when. Once this has been agreed on we create a meaningful financial plan to enable them to meet their objectives in a sustainable manner.

A bit about me...

I've worked in financial services since graduating from the University of the West of England in 1996 with a degree in..... Financial Services! I have previously been a mortgage adviser, but since 2008 I have been offering holistic financial advice.

I passionately believe that the focus of advice should always be on goals and objectives rather than plans and products.

My goal is to establish client relationships based on mutual trust that enables a free flow of information in both directions bringing to life the financial plan and enabling clients to achieve their goals.