I needed advice on investing part of an inheritance. I was concerned about the risks but was made to feel more confident after very clear straightforward discussions and advice from Karen.

I contacted Citrus Financial after recommendation from friends. Although I don’t believe I had a problem as such, I felt better informed about my choices after detailed discussions with Karen. I liked the clear, concise and straightforward advice I was given, and the patience Karen showed when explaining everything to me.

I feel very satisfied with how my decisions have been moved forward to investing for myself and my family’s future.

It is clear Citrus Financial advisers are very well informed and very professional and my experience suggests they are suited to all different levels of investing. I wouldn’t hesitate to recommend Karen to friends and family. 

Pamela, Sevenoaks