Citrus Financial Management Ltd - Sevenoaks

Address: Citrus Financial 2nd, Watermill House, Chevening Rd, Chipstead, Sevenoaks TN13 2RY, United Kingdom.
Phone: 1732834834.
Website: citrusfinancial.co.uk
Specialties: Financial planner, Divorce service, Income protection insurance agency, Investment service, Life insurance agency, Mortgage broker, Pension office.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, On-site parking.
Opinions: This company has 41 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Citrus Financial Management Ltd

☎️1732834834

⏰ Open Hours of Citrus Financial Management Ltd

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Overview of Citrus Financial Management Ltd

Citrus Financial Management Ltd, located at Citrus Financial 2nd, Watermill House, Chevening Rd, Chipstead, Sevenoaks TN13 2RY, United Kingdom, stands out as a comprehensive financial services provider. With a contact number 1732834834, they are easily reachable for those seeking expert financial guidance. Their website citrusfinancial.co.uk offers a wealth of information about their various services.

Specialties and Services

Citrus Financial Management Ltd boasts a wide array of specialized services that cater to diverse financial needs. These include:

- Financial Planning: Helping clients navigate their financial futures with careful planning and strategy.

- Divorce Service: Offering support during the tumultuous times of divorce with financial acumen.

- Income Protection Insurance Agency: Protecting incomes with tailored insurance solutions.

- Investment Services: Managing investments to achieve optimal growth and returns.

- Life Insurance Agency: Assisting with life insurance needs for peace of mind.

- Mortgage Broker: Specializing in finding the best mortgage options for clients.

- Pension Office: Managing pension-related matters with expertise.

Their commitment to providing personalized services is evident, as highlighted by their specialties.

Accessibility and Inclusivity

Citrus Financial Management Ltd is designed with accessibility in mind, offering features like wheelchair-accessible car parks, entrances, toilets, and parking. This inclusivity ensures that everyone can access their services comfortably. They also emphasize a welcoming environment for the LGBTQ+ community, making them a safe and LGBTQ+ friendly space for transgender individuals.

Customer Reviews and Opinions

The company has garnered significant recognition on Google My Business with 41 reviews, maintaining an impressive rating of 5/5. Testimonials like "Their help was invaluable and out of hours calls never a problem" underscore the exceptional service and professionalism clients experience. It's clear that the team at Citrus Financial Management Ltd not only excels in their field but also genuinely cares about their clients' needs and satisfaction.

Practical Recommendations for Potential Clients

For anyone considering financial advice or services, Citrus Financial Management Ltd is a standout choice. With their extensive range of services, accessibility, and high client satisfaction, prospective clients can feel confident in choosing them. It's recommended to book an appointment, especially if it's an urgent matter, as they require appointments and offer on-site parking.

Their commitment to being LGBTQ+ friendly and providing services even when appointments are booked is commendable. Given their stellar reputation and the personalized care they offer, potential clients are encouraged to reach out through their website to schedule a consultation or learn more about their offerings.

👍 Reviews of Citrus Financial Management Ltd

Citrus Financial Management Ltd - Sevenoaks

Maureen T.

5/5

I first went to citrus on a recommendation for help with a mortgage 8 years ago. Their help was invaluable and out of hours calls never a problem. I have since used them for pension and other personal items too. I recommend them to anyone who asks. David and the team are extremely professional and care about what they do.

Samuel M.

5/5

Mark at Citrus has consistently provided a thorough and professional service, expertly managing my finances and making sure I maximize its potential while also ensuring I am protected for the future. Have found Mark to be extremely trustworthy and has made me feel safe that I have someone keeping eyes on my portfolio. Very happy with the service I have received from Mark at Citrus 🍊 🍋

Andy D.

5/5

Citrus are a very professional & helpful company to work with. Craig gave me really good advice regarding my pension enquiry. Highly recommended.

Andy L.

5/5

Have used them as mortgage advisors for 15 years, they are consistently excellent. Clear communication, honest advice, friendly and approachable and they know their stuff

Filiz D.

5/5

Absolutely the most honest decent and efficient Financial advisor I have used. Craig is my contact but the company is well run and FCA registered. So happy to have found them, they cater for small or large portfolios 😊& office is a great location

sarah C.

5/5

Have been with David for years… fully trustworthy and honest financial advice. Just been for my yearly pension review with my hubby and the time taken to discuss matters is second to none. Thank you

Gretta

5/5

Shirley at Citrus Financial was highly recommended to us, and now we also cannot recommend her highly enough! The service, help and support securing our first mortgage seamlessly was brilliant. Shirley is incredibly professional, responsive, and reassuring. She kept us updated with everything, and as we were first time buyers, made everything clear for us. She went above and beyond on everything, every step of the way. We are really pleased with our mortgage and will be coming back to Shirley when it is up for renewal.

Hilmi J.

5/5

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.