Citrus Financial Named in the Citywire New Model Adviser Top 100

At Citrus Financial, we’re proud to announce that we’ve been included in the Citywire New Model Adviser Top 100, a prestigious list celebrating the very best of the UK’s financial advice community.

This accolade recognises firms that demonstrate outstanding achievements and leadership within the profession. The judges, using a methodology approved by AKG, evaluated firms based on:

  • Qualified and experienced staff
  • Robust investment propositions
  • Client-focused service segmentation
  • Effective use of technology
  • Commitment to client education and professional standards

A huge thank you to our team and wonderful clients

To be named among the top 100 financial advice firms in the UK is a testament to the dedication of our team and the trust our clients place in us. It reflects our unwavering commitment to delivering exceptional financial planning services tailored to our clients’ unique needs.

We’re honoured to share this achievement with our clients, colleagues, and community. 

Could We See an August Rate Cut? Citrus Bites Breaks Down the Latest Signals

The Bank of England has once again held interest rates at 4.25% . The question is, for how much longer? In the latest episode of Citrus Bites, host...

Citrus Financial Joins the Fun at Chipstead FC Presentation Day!

The Citrus Financial team had a fantastic time supporting Chipstead FC at their annual Presentation Day on Saturday 14th June, and what a day it was!...

June Economic Update: Download the Latest Economic Review

Stay Informed: Download Our Latest Economic Review DOWNLOAD HERE As the UK economy continues to balance growth, inflation, and interest rate...

Stay in the loop

SUBSCRIBE TO OUR MONTHLY NEWSLETTER