Citrus Financial shortlisted for ‘Adviser Firm of the Year – South East 2026’

We’re delighted to announce that Citrus Financial has been shortlisted for ‘Adviser Firm of the Year – South East’ at the 2026 Professional Adviser Awards. This is the second consecutive year we’ve been named a finalist, and we’re incredibly proud to be recognised again.

2026 Professional Adviser Awards

The Adviser Firm of the Year category looks  for the most outstanding advice firm in the South East. Firms that can demonstrate the impact of clear processes, strong dedication to client needs, and a commitment to best practice. Only ten firms across the South East have made this year’s finalist list.

This recognition reflects the hard work and professionalism of the entire Citrus team. From advisers through to clients services and the leadership team. All focused on helping clients feel better off from having met us.

The winners will be announced at the Awards in March 2026. Until then, we’re celebrating a fantastic week for Citrus: first David Braithwaite’s shortlist for the Champion of Advice Award, and now the business being recognised too.

The Pension Reality Check: are you on track or just hoping you are?

If you are in your 40s or 50s, there is a good chance you have already started saving for retirement in one form or another. You may have paid into...

Jenny Brockman Completes the London Marathon and Raises Over £5,100 for Mind

On Sunday, Jenny Brockman joined more than 60,000 runners at the start line of the London Marathon, now officially the largest marathon ever held. By...

Getting to Know… Kate Morrish

Kate Morrish is one of the newest members of the Citrus Financial team, having joined us in 2025. For many clients, Kate is the friendly voice they...

Stay in the loop

SUBSCRIBE TO OUR MONTHLY NEWSLETTER