We’re delighted to welcome Phoebe Mills to the Citrus Financial team!
Bringing Experience and Expertise
Phoebe joins us as a Technical Administrator, bringing over four years of experience in the financial services industry. She previously worked as an adviser at a pension advisory firm, where she started as a trainee adviser before qualifying in November 2023 with the Diploma in Regulated Financial Planning. A significant milestone in her career, Phoebe became the company’s first female adviser.
Supporting Our Advisers and Clients
At Citrus Financial, Phoebe will work closely with Karen Gorbutt and Mark Burroughs, using her technical expertise to support advisers across the business. She is also on an exciting path towards becoming a Financial Adviser, continuing to build her knowledge and skills to help clients achieve their financial goals.
Join Us in Welcoming Phoebe!
We’re thrilled to have Phoebe on board and look forward to seeing her flourish at Citrus Financial.
You can learn more about Phoebe here.
