One of the questions we often ask new clients is, “How did you hear about Citrus Financial?” More often than not, the answer is wonderfully simple: “A friend recommended you.”
Those conversations never become routine. Every recommendation reminds us that someone has placed their trust in us enough to suggest our name to a friend, family member or colleague, and that’s something we’re genuinely grateful for.
The greatest compliment we can receive
Financial advice is personal. Whether you’re planning for retirement, buying a home, investing for the future or protecting your family, choosing a financial adviser is an important decision. It’s not surprising that many people prefer to start by asking someone they know and trust for a recommendation.
For us, that’s one of the greatest compliments we can receive.
Of course, personal recommendations also help our business grow, but they represent much more than that. They reflect the confidence our clients have in the advice they’ve received and the relationships we’ve built together over many years. We never take that trust for granted.
Thank you for your support
If you’ve ever recommended Citrus Financial to a friend, family member or colleague, thank you. Your support has helped us welcome many new clients who may never have found us otherwise, and we genuinely appreciate every introduction.
We also know there may be clients who are aware of our Client Introduction Scheme, while others may be hearing about it for the first time.
Our Client Introduction Scheme
If you know someone who you believe could benefit from clear, professional financial or mortgage advice, you’re very welcome to pass on our details. They can call us or email advice@citrusfinancial.co.uk to arrange an appointment and simply let us know you recommended them.
As a small thank you for your support, we’ll send you a £50 Citrus Financial eGift Card* once the person you’ve introduced has completed their initial advice meeting with one of our advisers.
There’s absolutely no obligation for them to become a client. Their initial meeting is simply an opportunity to discuss their circumstances, understand their options and decide whether professional financial advice is right for them.
Find out more
Every recommendation tells us we’ve earned your trust. Thank you for helping more people discover the value of clear, professional financial advice.
To learn more about our Client Introduction Scheme, including the full terms and conditions, please visit our ‘Good advice is worth sharing’ page.
*£50 Citrus Financial eGift Card provided once the introduced individual has completed an initial advice meeting with Citrus Financial.
Approver Quilter Financial Services Limited. 17/07/2026
