Citrus Financial Management Ltd - Sevenoaks

Address: 2nd Floor, Citrus Financial Management Ltd, 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, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required.
Opinions: This company has 36 reviews on Google My Business.
Average opinion: 4.9/5.

Location of Citrus Financial Management Ltd

1732834834

Citrus Financial Management Ltd is a financial services company located in Sevenoaks, United Kingdom. The company's headquarters is located at Address: 2nd Floor, Citrus Financial Management Ltd, Watermill House, Chevening Rd, Chipstead, Sevenoaks TN13 2RY, United Kingdom.

Citrus Financial Management Ltd specializes in providing a range of financial services including financial planning, divorce services, income protection insurance agency, investment services, life insurance agency, mortgage broker, and pension office. With a team of experienced professionals, the company is dedicated to helping its clients achieve their financial goals by providing personalized and comprehensive financial solutions.

One of the key features of Citrus Financial Management Ltd is its commitment to accessibility. The company's offices are fully wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. Additionally, Citrus Financial Management Ltd is an LGBTQ+ friendly and transgender safe space, and appointments can be made online for added convenience.

The company has received numerous positive reviews from its clients, with an impressive average opinion of 4.9/5 based on 36 reviews on Google My Business. Many clients have praised the company's knowledgeable and helpful staff, as well as its personalized approach to financial planning.

Citrus Financial Management Ltd offers a range of onsite services for clients, including one-on-one consultations and financial planning sessions. The company's website, citrusfinancial.co.uk, provides additional information about the company's services, team, and contact information.

Reviews of Citrus Financial Management Ltd

Citrus Financial Management Ltd - Sevenoaks

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 cox

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 Jaidin

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.

Emily Chandler

5/5

We have used Shirley recently to remortgage our property and she is always extremely helpful and knowledgeable of the market. She is very quick to respond to questions and got us a great deal. We have recommended Citrus and Shirley to several friends and they have also been very pleased with the service. Highly recommend!

ken scammell

5/5

Shirley recently helped us with our remortgage. Very professional and explained everything clearly to us. I didn't think our case was straightforward, but they understood what we were looking for and were able to recommend deals to match our circumstances.

They then handled the application process very smoothly and quickly and kept me updated at every step. Would not hesitate to recommend using them for any mortgage application.

David Williamson

5/5

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.

Chloe Walker

5/5

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.