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!

Mortgage rates are changing… but not always for the reasons you think

If you’ve been following the latest Bank of England announcement, you may be wondering what it means for your mortgage. The Bank Rate has...

Fraud Alert: Fake News Stories and Clone Websites Used to Promote Investment Scams

Scammers are becoming increasingly sophisticated in the way they promote fake investment opportunities. A recent article in The Guardian highlighted...

Good advice is worth sharing

One of the questions we often ask new clients is, “How did you hear about Citrus Financial?” More often than not, the answer is...

Stay in the loop

SUBSCRIBE TO OUR MONTHLY NEWSLETTER