We believe in the power of personal recommendations

At Citrus Financial, we strive to provide exceptional financial advice to our clients. We believe that the best way to reach more individuals who can benefit from our expertise is through personal recommendations.

If you have enjoyed the service you’ve received from us, we would like to ask you to consider recommending Citrus Financial to your friends and relatives. To express our gratitude for your support, we’ll say thank you with a £50 Citrus Financial eGift card*.

Recommend us to a friend or relative

If you have a friend or relative, who you think would benefit from talking to Citrus Financial, please ask them to email advice@citrusfinancial.co.uk to book an appointment with one of our friendly and knowledgeable advisers.

Of course, please make sure they tell us who sent them. Once they’ve completed their initial advice meeting, we’ll email you your £50 eGift Card.

You can learn more about us here.

*Citrus eGift cards are provided by Prezee, a leading global eGift card platform with operations in North America, United Kingdom, Australia and New Zealand. Our Citrus eGift card can be turned into one or more gift cards from over 160 top brands including Champneys, Currys, Eurostar, John Lewis, Marks & Spencer and Ticket Master. 

UK Interest Rates on Hold: What’s next for Your Money?

As we wrap up the year, the Bank of England has decided to hold interest rates steady at 4.75%. Guest presenter Simon Cockfield walks us through the...

Spreading Christmas Cheer with Friends for Families

This week, the Citrus Financial team had the privilege of handing over 140+ wrapped presents to Anne Ralph and Claire Davison from the amazing local...

First-Time Buyers: Don’t Wait to Make Your Move

As 2024 draws to a close, Richard from Citrus Financial sat down with Mortgage and Protection Adviser Holly Bettles to unpack the highs and lows of...

Stay in the loop

SUBSCRIBE TO OUR MONTHLY NEWSLETTER