Citrus Financial has been selected for the Citywire New Model Adviser (NMA) Top 100 firms for 2025. It’s our second year in a row in the list, and something we’re incredibly proud of.
Citywire New Model Adviser Top 100
Citywire’s Top 100 recognises firms that demonstrate strong professional standards and positive client outcomes. Survey responses are assessed using a point-scoring system approved by AKG, with firms reviewed across a wide range of factors. These include:
- adviser qualifications and professional development
- investment propositions
- clear client segmentation
- effective use of technology
- client education
- recruitment and staff development
- contribution to wider professional standards
- community involvement
This year’s competition was particularly strong. As Citywire put it:
“Every year we have some quality businesses apply but this year the bar seemed much higher. From adviser qualifications to charity work, it was wonderful to see developments at a truly fantastic set of firms.”
Being included again is a real honour and reflects the care, consistency and professionalism shown across the whole Citrus Financial team.
Thank you to our clients for your continued trust, and thank you to the team for everything you do to help people feel better off from having met us.
