Introducing our new social media and local advertising campaign: A refreshing approach to customer service

At Citrus Financial, we understand the frustrations that come with disappointing customer service. Whether it’s being stuck in an endless phone queue, being left on hold, unable to speak to a human, or being directed to a website’s FAQ section instead of getting the help you need—these experiences can be incredibly disheartening.

That’s why we’re excited to announce the launch of our new social and local advertising campaign, which puts a spotlight on these common customer service frustrations and highlights our commitment to doing things differently.

The Citrus Financial difference

Our campaign is built around a simple yet powerful idea: Citrus Financial is dedicated to offering a refreshing approach to customer service. Here’s what sets us apart:

  • Personal interaction: At Citrus Financial, we believe in the power of personal connections. Unlike many financial institutions, we value talking to each and every one of our clients. Whether you’re investing for the future, buying your dream home, planning your retirement, or protecting your family, you can always talk to us directly.
  • Face-to-face meetings: We prefer to meet you face-to-face, whether that’s in person or virtually. This ensures that all our clients receive the same level of personal care and attention. We take the time to understand your unique needs and provide tailored advice that you can trust.
  • Exceptional customer service: From the moment you get in touch with us, you’ll experience the difference. No more long phone queues or impersonal interactions. Our dedicated team is here to assist you promptly and professionally.
  • A warm welcome: And yes, we do make a very lovely cup of coffee! When you visit us, you can expect a warm and welcoming atmosphere where you can feel at ease discussing your financial goals and aspirations.

Campaign highlights

Throughout this campaign, we’ll be sharing relatable stories and scenarios that many of you have likely encountered with other financial institutions. By highlighting these frustrating experiences, we aim to showcase how Citrus Financial stands out as a beacon of exceptional customer service in the industry.

We’ll be using a variety of platforms to spread our message. Keep an eye out for our engaging content that emphasises our commitment to putting our clients first.

Citrus Financial – A refreshing approach to customer service

Our new strapline captures the essence of what we stand for: a refreshing, client-centred approach to financial services. We believe that everyone deserves top-notch service, personalised advice, and a genuine human connection when it comes to managing their finances.

Join us on our journey

We invite you to join us on this exciting journey. Follow us on social media, visit our website, YouTube channel, and stop by our office to experience the Citrus Financial difference for yourself. Whether you’re a current client or considering our services for the first time, we’re here to provide the exceptional service you deserve.

Feel free to get in touch with us – we’re here to help. After all, Citrus Financial is all about refreshing, personalised customer service. And yes, we’re always ready to share a great cup of coffee with you!

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 08/07/2024

Board Games for a Brighter Christmas: A Huge Thank You

This year’s ‘Board Games for a Brighter Christmas’ appeal has been a phenomenal success, and we have each of you to thank for your incredible...

Citrus Financial Shortlisted for Adviser Firm of the Year – South East at the 2025 Professional Adviser Awards!

We are thrilled to announce that Citrus Financial has been shortlisted for the Adviser Firm of the Year – South East at the Professional Adviser...

Thank You, Chipstead Football Club, for Spreading Christmas Joy!

At Citrus Financial, our partnership with Chipstead Football Club has always been about more than just sponsorship. It’s about supporting a community...

Stay in the loop

SUBSCRIBE TO OUR MONTHLY NEWSLETTER