Citrus Financial Management Ltd

Restricted - Whole of Market  2nd Floor, Watermill House, Chevening Road, Chipstead,, Sevenoakes, TN13 2RY
First meeting at adviser's own cost
Personal finance should never be a mystery. What isn’t understood can very often feel frightening. So we use clear, simple language to increase understanding, reduce the fear of finance and increase our clients confidence and feeling of control.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
9.4/10
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FCA authorised
Last authorised 10th May 2021
Meet our advisers
Mr David Braithwaite Dip PFS
Financial Advisor

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Mr Geoff Croden FPFS
Financial Advisor

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Accreditations
Chartered Financial Planner
Mr Craig Brady DipPFS
Financial Advisor

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Mr David Parker Dip CII
Financial Advisor

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

About us

Citrus Financial management was started in late 2002 by David Braithwaite. Since then, Citrus has grown into a bigger firm with a team of 12, but has retained the same values and care a small form can offer.
We pride ourselves in being able to deal with financial matters, no matter how complex. Naturally our team have a whole host of qualifications, but just as importantly, it's about listening to you and understanding your goals. and only then can these qualifications be put to work.

Our services

Whether it's pensions, investments, mortgages or one of the many types of protection, we're keen to help. You can dip in, take a pick and mix approach, or let us optimise your financial affairs across the board.

Where to find us
Head office address: 2nd Floor, Watermill House, Chevening Road, Chipstead,, Sevenoakes, TN13 2RY
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.4/10
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FCA authorised
Last authorised 10th May 2021

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