Citrus Financial Shortlisted for Adviser Firm of the Year – South East at the 2025 Professional Adviser Awards!

We are thrilled to announce that Citrus Financial has been shortlisted for the Adviser Firm of the Year – South East at the Professional Adviser Awards 2025. Being named alongside nine outstanding firms is an honour in itself, and we are incredibly proud to be recognised in such a competitive category.

The Professional Adviser Awards, now in its 20th year, are a prestigious celebration of excellence within the financial services industry. These awards honor the best in client engagement, vulnerable client care, paraplanning, multi-asset investing, and more.

This recognition marks the third time this year that Citrus Financial has been celebrated for our dedication to our clients and the industry. Earlier in 2024, we were proud finalists at the Money Marketing Awards and named among the Citywire New Model Adviser Top 100 financial advice firms in the UK.

Brilliant achievement for our team

To be considered for these accolades is a testament to the hard work and commitment of the Citrus Financial team, who strive every day to provide a fantastic experience for our clients. Well done team!

The winners will be announced at the awards ceremony in London in March 2025. Until then, we’d like to thank our clients and partners for their continued trust and support. 

We’ll let you know how we get on next March!

Middle East conflict: market reaction and what investors should remember

Global markets have reacted this week as the conflict in the Middle East continues to intensify. Geopolitical events like this can create uncertainty...

The tax year end: a simple checklist before 5 April

As the end of the tax year approaches, it’s a good time to pause and check whether you’ve made the most of the allowances available to you. Miss them...

UK Housing Market 2026: Regaining Momentum or Running Out of Steam?

House prices, interest rates, buy-to-let changes, government targets — there’s always plenty of noise around the UK property market. But what’s...

Stay in the loop

SUBSCRIBE TO OUR MONTHLY NEWSLETTER