I came to Citrus on a friend’s recommendation and, despite it being my first experience of seeking professional financial advice for retirement planning, Karen immediately made me feel welcome, comfortable and valued as a client. I’ve seen Karen over the last 18 months and wouldn’t hesitate to recommend her. She has expertly guided me through decisions on pensions, mortgages, retirement planning and savings investments, always taking the time to explain the options clearly and patiently. As someone with ordinary, hard-earned finances built from a lifetime of employment and modest pensions rather than large sums to invest, I’ve really appreciated Karen’s down-to-earth approach. Her advice is tailored to my individual circumstances and the recommendations she’s made have worked out extremely well. She has also helped me make more tax-efficient decisions, ensuring more of my hard-earned money is working for my future retirement! 🙂 Professional, knowledgeable and genuinely caring, Karen has given me confidence and peace of mind when making some of life’s bigger financial decisions. Looking back, I only wish I had sought Karen’s advice many years earlier, as it has made such a significant positive difference to my financial wellbeing and future planning. Thank you so much, Karen!

I am so pleased that I trusted Citrus Financial regarding pension advice. Their knowledge and support was invaluable, realistic and understandable and has served me well. Advice is ongoing with Craig and a phone call is never too much trouble. Lauren and Trish are fab at keeping things in order. I have no hesitation in recommending Citrus if you’re looking for honest and professional care for your money.

Karen is the best F A that I have ever had very kind & considerate to all my needs

Many Thanks to Patricia Harris.Excellent service. Highly recommended

I approached Citrus Financial last year for some pension advice following a recommendation from a friend. This advice was sensible, realistic and invaluable. I mainly worked with Trish and Craig who patiently explained everything to me at every stage and made sure that I was comfortable with everything and that I fully understood the process. They allowed me to make decisions efficiently and managed my expectations and time scales. They are always at the end of the phone if I need anything and both provide on-going support to manage my money. Thank you Citrus, you are a safe pair of hands and I would recommend you to anyone thinking of reaching out for your

Great service from Citrus. Great recommendation and support from Trish Harris and Craig Brady

Delighted with the service provided. Karen always offers a high level of professionalism combined with a delightful interpersonal style. Yesterday’s meeting with Karen & Phoebe was very useful, in particular. Citrus’s level of responsiveness is excellent. Would recommend to everyone.

Karen is my advisor and has been looking after my ISA for several years. I’m very pleased with the advice and the growth of my investment.

Karen has been really helpful regarding my finances at a difficult time and has continued her support extremely professionally. At times I am anxious about my finances and Karen doesn't just reassure me but visits me and addresses my concerns in a very practical way. She is always cheerful, friendly and approachable. Would definitely recommend.

I was not a wealthy man but I have received excellent financial advice for the last six years from Citrus Financial. Their service has been exceptional and my wealth has grown far greater than ever I could have expected largely due to their knowledge and expertise. If you are looking for a Financial Advisor I would throughly recommend them. There is of course a cost for this advice but the benefit far outweighs the cost and it’s not needed to be paid up front. Whether it’s growing your wealth for retirement, help in managing your funds after retirement or advice on inheritance or other financial matters I don't feel that their service could be bettered.