Citrus Financial is delighted to announce that Elian Lawrence has joined our team of financial advisers. She brings a wealth of knowledge with her and has very generously allowed us to mention that she has over 37 year’s experience of working within the financial services industry.
During her career as a financial adviser, Elian has helped countless individuals and families achieve their financial goals. She prides herself on building strong and lasting relationships with her clients, taking the time to understand their unique needs and tailoring her advice to fit their specific situation.
As you would expect, Elian is qualified to provide holistic financial advice. This includes a wide range of topics such as investments, Inheritance Tax planning, Long-Term Care Planning, Protection, and Equity Release mortgages. However, her passion is retirement and pension planning.
We are delighted to welcome her to the Citrus Financial team. We know that she will be a valuable asset to our clients and our business.
You can learn more about our team here.
Inheritance tax planning is not regulated by the Financial Conduct Authority.
