Citrus Financial Management Ltd
Citrus Financial Management Ltd is a financial services company located in Sevenoaks, England. They offer a range of services including financial advising, investment management, mortgage brokering, and income protection insurance. Citrus Financial Management Ltd also operates magazine stores and shops for shopping convenience. They are committed to providing high-quality financial services to their clients.
Introduction to Citrus Financial Management Ltd
Citrus Financial Management Ltd is a financial services company located in Sevenoaks, England. The company was founded with the purpose of providing top-notch financial advising services to their clients. What makes this company unique is their team of experienced financial planners who are devoted to helping their clients make informed financial decisions.Services & products
Citrus Financial Management Ltd offers a variety of financial services and products. Some of their services include investment advice, mortgage brokering, and income protection insurances. Additionally, they offer a range of insurance options to help their clients protect their assets.Location
Citrus Financial Management Ltd is located on the second floor of Watermill House on Chevening Road in Chipstead, Sevenoaks. The area is known for its mix of small businesses, including magazine stores and shops for shopping. The company is easily accessible by public transportation, with the Chipstead train station just a short walk away. Other nearby transportation options include the Sevenoaks and Dunton Green train stations.Benefits
Customers should choose Citrus Financial Management Ltd because of their commitment to providing personalized financial advice. The company takes the time to understand each client's unique financial situation and goals before making any recommendations. Additionally, their team of experienced financial planners has a proven track record of helping their clients achieve their financial objectives.Good to know
Customers should be aware that Citrus Financial Management Ltd is a reputable financial services company with a strong reputation in the industry. However, as with any financial decision, it is important to carefully consider all options before making a choice.Reviews
Customers have consistently praised Citrus Financial Management Ltd for their high level of expertise and excellent customer service. Many customers have reported feeling confident in their financial decisions after working with the company.Amenities
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home insurance -
car insurance
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life insurance
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business insurance
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health insurance
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financial advice
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tax planning
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retirement planning
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investment portfolio
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wealth management
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mutual funds
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stocks
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bonds
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etfs
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financial planning
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insurance
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risk management
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financial education
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trust services
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online shopping
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gift cards
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loyalty program
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discounts
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air conditioning
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credit card payment
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pet-friendly
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refreshments
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music
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online application
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home loan pre-approval
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low interest rates
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fast approval
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flexible repayment options
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personalized service
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refinancing options
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home equity loans
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online services
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investment advice
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insurance services
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asset management
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budgeting assistance
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debt management
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credit counseling
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estate planning
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online account access
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tailored plan
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flexible payment options
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automatic renewal
FAQ
What is your experience and qualifications in providing financial advising services?
At Citrus Financial Management Ltd, we have a team of highly qualified financial planners who have years of experience in providing financial advising services. Our team members hold professional qualifications and certifications in the field of finance, and we regularly update our knowledge and skills to ensure that we provide the best advice to our clients.How do you customize your services to meet individual client needs?
We understand that every client has unique financial needs and goals, and we tailor our services to meet those individual needs. We take the time to understand our clients' financial situation, goals, and risk tolerance before recommending any financial products or services. Our team of financial planners works closely with each client to develop a personalized financial plan that aligns with their goals and objectives.What fees do you charge for your services?
Our fees vary depending on the type and complexity of the service we provide. We are transparent about our fees and will discuss them with our clients before providing any service. We believe in offering fair and competitive pricing for our financial advising services, and we do not charge any hidden fees.What professional qualifications do your financial planners have?
Our financial planners hold professional qualifications and certifications in the field of finance, such as the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Financial Risk Manager (FRM) designations. We also ensure that our team members are up-to-date with the latest industry trends and regulations by encouraging them to participate in continuing education and training programs.How long does it typically take to process a mortgage application with your company?
The time it takes to process a mortgage application can vary depending on various factors, such as the complexity of the application and the responsiveness of the borrower. However, we aim to process mortgage applications as quickly as possible without compromising on the quality of our services. Our team of mortgage brokers works closely with each client to ensure that the application process is smooth and efficient.Reviews
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Ben Dellow
Holly was brilliant in helping us secure our mortgage and guiding us through the transaction. She was always on hand to answer any questions we had and helped make the whole process as stress-free as it possibly could.
18-05-2023
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Kat E-maffei
Highly recommended, very knowledgeable and professional, the whole process was completed within a week. Very efficient service.
18-03-2023
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G W
Chris has supported in pulling together my retirement pension pots ready for draw down. Chris and the team always responds to any questions quickly and professionally and has delivered the first Phase of my pension plan exactly how I had asked. Brilliant service from Chris and the team I would highly recommend👍👏
18-12-2022
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Corey Ng
We would highly recommend this company. Both Chris and Mark were extremely professional and they gave us excellent advice and service. Mark dealt with my mortgage and he was extremely knowledgable and my mortgage got approved in no time. Chris dealt with my mother’s property and communication with him has been brilliant. Thank you both for your help and we look forward working with you again in the future! Corey & Amy
18-11-2022
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James Wilkinson
SIMPLY THE BEST! My wife and I were looking to make an investment and looked at a couple of finance companies. Citrus were by FAR the best. Craig was friendly, professional and EXTREMELY knowledgable and resolved all of our issues and questions finding us a great solution. I would recommend them in a heartbeat, in a word, FANTASTIC.
18-09-2022
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Chloe Walker
We couldn’t recommend Cirtus Financial Management enough! They was recommended by a family member and we was certainly not disappointed. Holly Bettles was the best out there and didn’t have any issue with supporting us where needed (even with the most stupidest of questions!!). Considering this was our first time applying for a mortgage, it was the smoothest it could’ve been and that was down to her (she even set up support with our life insurance and wills, which reduced the amount of stress on our side). Would highly recommend and will certainly be using their service going forward.
18-06-2022
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Bev C
So pleased we chose Citrus Financial after a recommedation. Holly Bettles was amazing. Her advice was amazing during what can be a stressful time. Her response times were great and she really took her time to understand us as clients. Can highly recommend and will be using her and Citrus in the future.
18-06-2022
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Benjamin Gardner
I have been using Citrus Financial for a number of years to help with Mortgage advice and application. Their team are professional, courteous and efficient. I also know of friends that use them for pension and investment advice, with equally positive feedback on the company's services.
18-06-2022
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David Williamson
Shirley from Citrus Financial has been nothing short of excellent from our initial enquiry right through to getting our mortgage offer and just recently completing our purchase. Shirley displayed true professionalism during the whole process and above all must have more patience than anyone I have ever met. I would never hesitate to recommend Citrus and especially Shirley to anyone looking for a financial advisor.
18-06-2022
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Hilmi Jaidin
We had great service with our mortgage from Shirley at Citrus Financial. She was friendly, supportive, efficient and highly knowledgeable throughout the process, and I feel confident we ended up with a better product as a result. We recommend Shirley and the team at Citrus very strongly - you won't regret using them.
18-06-2021
