• 01732 834 834
Client Portal

Huge congratulations to Niamh Wilmshurst, Chloe Little, Jenny Brockman, Karen Gorbutt, Patricia Harris and Kelly Dinelli!

Facebook Youtube Linkedin Instagram

We’re thrilled to announce that these amazing members of the Citrus Financial team have all been nominated for the prestigious Professional Adviser Women in Financial Advice Awards 2024!

Amazing achievement

These awards celebrate the incredible achievements of women in the financial services industry, a sector where women are still under-represented. They’re all about recognizing the hard work, dedication, and expertise of talented women like our Citrus Financial team!

Niamh, Chloe, Karen, Jenny, Patricia and Kelly, your hard work and dedication are truly inspiring!

(P.S. You can learn more about these inspiring awards here: Professional Adviser Women in Financial Advice Awards)

Three £50 notes on financial paperwork with bar charts, illustrating changes to cash held in stocks and shares ISAs

A 22% tax on ISAs? Why the headline needs explaining

You may have seen some alarming headlines this week about HMRC introducing a 22% charge on cash held inside stocks and shares ISAs. At first glance...
Read More
French taxi in Paris highlighting a holiday card payment scam warning

Fraud Alert: The €10 taxi fare that became €570

As we head into the summer holiday season, we wanted to highlight a simple but costly scam that has been catching out tourists abroad. The scam...
Read More
Stephen Ody, Mortgage and Protection Adviser at Citrus Financial, pictured in the Citrus Financial office

Getting to Know… Steve Ody

Steve Ody joined Citrus Financial as a Mortgage and Protection Adviser, working alongside Nicky Kirton and Kate Morrish in our growing mortgage and...
Read More

Stay in the loop

SUBSCRIBE TO OUR MONTHLY NEWSLETTER