I have been a customer of Citrus Financial for many years, they look after my personal pension asset. I had reached a point in life where I needed to access my pension for income. Mark helped me with consolidating my workplace scheme into my personal pension and providing me with retirement modelling of my assets to help me visualise how my pension would translate into income and provide for me in retirement.

When I first considered using Citrus Financial, I had a few concerns. I was worried about quality and reliability. I wanted to be sure that I would receive consistent and high-quality support. Additionally, I had some doubts about whether the service would truly meet my needs. However, once I met my adviser, my concerns were quickly alleviated. I felt reassured by the prompt and professional guidance and support, and the quality of the service exceeded my expectations.

When I was looking for a pension adviser, several factors made me choose Citrus Financial. Firstly, they came highly recommended. Their reputation for personal and comprehensive financial planning was also a significant factor. I was impressed by their extensive knowledge and experience, as well as their transparent, honest and straightforward approach. Additionally, the initial consultation was very reassuring. The adviser took the time to understand my goals and concerns, and provided clear, practical advice tailored to my situation. The combination of strong recommendations, proven expertise, and a personal approach made me confident I had chosen the right adviser

I was facing a challenge deciding whether to consolidate my pension plans, or leave them alone, feeling uncertain about my future financial security. So, I decided to seek their help. From our first meeting, my adviser, Mark, listened attentively to my concerns and analysed my pension situation. He identified the gaps and inefficiencies in my existing plan and explained everything clearly. He developed a comprehensive strategy to consolidate my pension funds, optimise my investment choices, and align my portfolio with my long-term goals. Throughout the process, my adviser was incredibly supportive and transparent, keeping me informed at every step. His expertise and personal approach not only resolved my pension problem but also gave me peace of mind.

What I particularly liked about my experience with Citrus Financial has been their personalised and attentive approach. From my first meeting, they made me feel heard and understood, taking the time to thoroughly assess my financial situation and goals. Their expertise was evident, but they communicated complex concepts in a way that was easy for me to grasp. Another aspect that stood out was their proactiveness and transparent communication. They kept me informed at every step, providing regular updates and clear explanations for each recommendation.

I am extremely satisfied with both the experience and the outcome of working with Citrus Financial. From the beginning, they demonstrated a good understanding of my financial goals and provided tailored advice that was easy to follow and implement. Their professionalism and expertise were evident throughout the entire process, making me feel confident and secure in the decisions we made together. The outcome has been nothing short of remarkable. My pension is sorted out, and I have a clear, achievable plan for my future. The peace of mind that comes from knowing my finances are in capable hands is invaluable.

I believe anyone who is serious about securing their financial future would benefit immensely from Mark’s service. Whether someone’s just starting to think about retirement, approaching retirement age, or even already retired, his personal and expert advice will make a significant difference. Young professionals would gain a head start on building a solid financial foundation and understanding the importance of early planning. Mid-career individuals would benefit from optimising their existing pension plans and ensuring they are on track to meet their retirement goals. Retirees or those nearing retirement will find his service invaluable for making informed decisions about their pension and investment options, maximising their retirement income, and ensuring financial security in their later years.

Overall, anyone looking for clear and comprehensive guidance will find Mark’s expertise incredibly beneficial. His ability to demystify complex pension issues and create tailored strategies makes his service an essential resource for achieving financial peace of mind.

James, Stockbury