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Our Story Citrus Financial Management was started in late
1999 by David Braithwaite. David started in financial
services in 1994, having come from a background of
working within banking and stockbroking.

Since then, the Citrus team has grown and expanded
to a bigger firm, with two offices based in
Hildenborough and Sevenoaks, yet we have retained
the same values and care a small firm can offer. We
pride ourselves in being able to deal with financial
matters, no matter how complex, in an efficient
manner, and more importantly, explain it to you in
language you understand. Our client base is varied,
comprising clients all over the UK and some overseas,
with a leaning toward those involved in the legal
profession and the media.
Citrus Financial Management was started in late 2002 by David Braithwaite.
David started in financial services in 1994, having come from a background of
working within banking and stockbroking.

Since then, the Citrus team has grown and expanded to a bigger firm, with offices
based in Sevenoaks and Huddersfield, yet we have retained the same values and
care a small firm can offer. We pride ourselves in being able to deal with financial
matters, no matter how complex, in an efficient manner, and more importantly,
explain it to you in language you understand. Our client base is varied, comprising
clients all over the UK and some overseas, with a leaning toward those involved
in the legal profession and the media.
OUR STORYrichardbaker2019-12-18T15:03:46+00:00
For detailed information about our services and costs please read our Terms of Business and our Customer Privacy Policy. The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.

Citrus Financial is a trading style of Citrus Financial Management Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Citrus Financial Management Ltd is registered in England & Wales No. 04618393. Registered office: 2nd Floor Watermill House Chevening Road, Chipstead, Sevenoaks, Kent, England, TN13 2RY

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4.9 Stars - Based on 21 User Reviews
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I have been using Citrus Financial for a number of years to help with Mortgage advice and application. Their team... read moreI have been using Citrus Financial for a number of years to help with Mortgage advice and application. Their team are professional, courteous and efficient. I also know of friends that use them for pension and investment advice, with equally positive feedback on the company's services. read less

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Benjamin Gardner Avatar
Benjamin Gardner
4/27/2022

Excellent service both on remortgage and 1st mortgageHave recommended you for my son and daughter in law to purchase their... read moreExcellent service both on remortgage and 1st mortgageHave recommended you for my son and daughter in law to purchase their 1st home read less

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Stephen Davies Avatar
Stephen Davies
4/05/2022

I cannot recommend more Mark and Citrus Financial as a mortgage advisor.We were in a situation where we had had... read moreI cannot recommend more Mark and Citrus Financial as a mortgage advisor.We were in a situation where we had had issues with other providers and needed to move fast. Mark was very helpful with the process since the beginning and only a couple weeks after getting in touch we received our mortgage offer! read less

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Javier Vázquez Avatar
Javier Vázquez
3/09/2022

I would just like to thank Mark, Chris & the rest of the team at Citrus. They were very helpful... read moreI would just like to thank Mark, Chris & the rest of the team at Citrus. They were very helpful and talked us through every step of the process to get us our offer! Would 100% recommend! - Casey & Blaine! :) read less

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Casey Ryder Avatar
Casey Ryder
2/19/2022

Mark was truly brilliant - informative, efficient, very fast at responding to emails, pulled the plugs out to get 2x... read moreMark was truly brilliant - informative, efficient, very fast at responding to emails, pulled the plugs out to get 2x mortgages fast when time was very short. I would strongly recommend Citrus. read less

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Surya monro Avatar
Surya monro
1/12/2022

Chris and the team were fantastic in understanding our unique situation, finding multiple options and helping us to choose the... read moreChris and the team were fantastic in understanding our unique situation, finding multiple options and helping us to choose the best solution for us. Great value for money and would recommend to all. read less

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Carly Overman Avatar
Carly Overman
12/30/2021
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