Good advice is worth sharing
At Citrus Financial, many of our clients come to us through personal recommendations. We see this as a reflection of the trust our clients place in us and the quality of advice we aim to provide.
To say thank you, we operate a client introduction scheme for existing clients who choose to introduce friends or family members to Citrus Financial for financial or mortgage advice.
How our client introduction scheme works
If you’re an existing client and you introduce someone to Citrus Financial, we’ll say thank you with a £50 Citrus Financial eGift card*, once they’ve completed an initial advice meeting with one of our advisers.
There’s no obligation for you or for the person you introduce. Any advice we provide will always be based on individual needs and circumstances.
Making an introduction
If you know someone who could benefit from clear, professional financial advice, you’re welcome to share our contact details with them.
They can contact us directly to arrange an appointment and simply let us know that you recommended them.
A thank you, not an incentive
Our client introduction scheme is intended as a gesture of thanks, rather than an incentive. Recommending Citrus Financial should always be based on your own experience of our service and your belief that someone else may benefit from speaking with us.
Terms and conditions
Full terms and conditions of our client introduction scheme can be found below:
* £50 Citrus Financial eGift card provided once the introduced individual has completed an initial advice meeting with Citrus Financial.
Citrus Financial eGift cards are provided by Prezee, a leading global eGift card platform with operations in North America, United Kingdom, Australia and New Zealand. Our Citrus eGift card can be turned into one or more gift cards from over 160 top brands including Champneys, Currys, Eurostar, John Lewis, Marks & Spencer and Ticket Master.
Citrus Financial Management Limited is an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.