What our clients say about us


This is Carolyn's story. She wanted a mortgage and to make sure her pensions and ISAs were working as hard as possible.

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We needed a mortgage to finally buy our rented house and I also wanted to ensure my pensions and ISAs were working as hard as possible. I have a background in banking and happily manage our family finances, but pensions and ISAs felt complex and needed expert guidance to get right.

David has been my financial adviser for over 20 years. He excels at explaining things in an understandable way. He and his team secured an excellent fixed-rate mortgage for us despite a turbulent market. He also reviewed my existing investments, listened to my concerns, and matched my needs to the best solutions.

David always made time to answer our questions and his team presented various mortgage options and rates, allowing us to choose the best fit for our family. The communication throughout the process was outstanding, and I wouldn’t hesitate to recommend them to others. I genuinely believe everyone can benefit from Citrus Financial’s services. David has a talent for explaining complex financial topics like investments, mortgages, and pensions in a clear and concise way. It was a great experience all round.

Carolyn, Bath

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