Citrus Financial Management Ltd

Initial consultation free
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Located in Chipstead, near Sevenoaks, Citrus Financial provides valuable financial planning for every generation. To see how we can help you make more of your wealth please contact us for a free initial consultation.

We can advise you on

126
£50k+
£50k+
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr David Braithwaite Dip PFS
Financial Adviser
Mr Craig Brady DipPFS
Financial Adviser
Mr Mark Burroughs DipFA
Financial Adviser
Mrs Holly Bettles CeFa
Mortgage and Protection Adviser

What our clients say

at
A Thomas
Over all I am very pleased with the service I have received from Citrus and now Quilter and I feel not only comfortable about my and my family’s financial future but relaxed that its complexity is in...
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D Armour
I wasn’t reluctant or nervous about contacting a financial adviser but had never had the need for one until my retirement and then it was a question of how best to deal with my various pension...

Compliance

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

Citrus Financial is a trading style of Citrus Financial Management Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Citrus Financial Management Ltd is registered in England & Wales No. 04618393. Registered office: 2nd Floor Watermill House Chevening Road, Chipstead, Sevenoaks, Kent, England, TN13 2RY

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 04/05/2024

Legal information

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