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.
