If you’re an existing client of Citrus Financial, then you already know the love we have for our clients and understand the benefits of expert financial advice. But we want as many people as possible to feel that benefit. So, we want to help you to share the love.

We’re introducing our first ever ‘refer a friend’ scheme, where we’ll reward our existing customers for recommending us to their friends or family. It’s something most of our clients already do, so we thought it would be nice to say thank you and show our appreciation with a gift. After all, “Little things make a BIG difference” is one of our values.

So, in order for as many people as possible to benefit from expert financial advice, each time an existing client recommends us to a friend, we’ll reward that client with a £50 Citrus Financial eGift card*. Our eGift cards are great because they’re swappable with hundreds of top UK brands, including Airbnb, ASOS, John Lewis, Marks & Spencer, Netflix, Primark, Starbucks, Ticketmaster, and many more!

How does it work?

What to do next?

Think of a friend that you think would benefit from talking to Citrus Financial.

Ask them to email admin@citrusfinancial.co.uk to book an appointment with one of our friendly and knowledgeable advisers. Of course, make sure they tell us who sent them!

Once you’re friend or relative has completed their initial advice meeting we’ll email you your £50 eGift Card.

We think it’s the perfect way to share the love.

Terms & Conditions

You can view the full terms and conditions 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 Amazon.co.uk, Champneys, Currys, Eurostar, John Lewis, Marks & Spencer and Ticket Master.