If you’ve visited our office recently, you’re sure to recognise Chloe. She joined us on a temporary basis in 2023 to look after our reception and meet and greet clients. However, she’s done such a good job and having demonstrated her dedication and eagerness to learn, she has been promoted to Client Services Administrator on a permanent basis

Prior to joining Citrus Financial, Chloe embarked on a life-enriching adventure, traveling extensively through Asia and Latin America. Her travels included volunteer work in Ghana, Cambodia, and Thailand, experiences that broadened her perspective and instilled in her a strong sense of social responsibility.

In her new role as Client Services Administrator, Chloe plays a vital role in supporting our advisers. Her expertise and dedication ensure they have everything they need to deliver exceptional service to our clients.

We are delighted to welcome her officially to the Citrus Financial team. We know that she will be a valuable asset to our clients and our business.