We believe in the power of personal recommendations

We thank our clients who refer a friend to us

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. 

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