We’re delighted to share that Citrus Financial has been named Adviser Firm of the Year – South East 2026 at the Professional Adviser Awards.
It’s a proud moment for the whole team and recognition of the way we work together to support our clients.
What the judges said
The judges praised several areas that sit at the heart of Citrus Financial:
- Encouraging recognition of the wider team, not just advisers
- A significant increase in client referrals A strong and genuine regional presence
- They also highlighted the culture within the business, with one judge commenting: “This sounds like a cool place to work.”
Recognition beyond Citrus Financial
The judges also recognised the work of David Braithwaite in his role as BBC Radio Kent’s Money Mentor, helping listeners better understand their finances and make more informed decisions.
What this means to us
Awards are never the goal, but they are nice to receive.
They provide independent recognition that what we’re building is working:
- A team-first culture
- A client-first approach
- And a business that continues to grow through trust and referrals
A team effort
This award reflects the contribution of everyone at Citrus Financial.
From advisers, client services and the leadership team. It’s the combined effort that makes the difference.
Thank you!
To our clients. Thank you.
For your trust, your conversations, for trusting us with what matters most, and for introducing us to the people you care about. That’s the greatest compliment we can receive. This recognition simply wouldn’t happen without you.
And to our team. Thank you for the care, consistency and pride you bring every day. This award reflects the standards you set and the way you look after our clients every day. This is a shared team achievement.
