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, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required, On-site parking.
Opinions: This company has 40 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Citrus Financial Management Ltd

Citrus Financial Management Ltd Citrus Financial 2nd, Watermill House, Chevening Rd, Chipstead, Sevenoaks TN13 2RY, United Kingdom

⏰ 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

Citrus Financial Management Ltd is a financial management company located at Citrus Financial 2nd, Watermill House, Chevening Rd, Chipstead, Sevenoaks TN13 2RY, United Kingdom. They can be reached by phone at 1732834834. Their website is citrusfinancial.co.uk.

Specialties

Citrus Financial Management Ltd specializes in financial planning, divorce service, income protection insurance agency, investment service, life insurance agency, mortgage broker, and pension office. They provide a range of financial services to meet the needs of their clients.

Other Points of Interest

Citrus Financial Management Ltd offers online appointments and onsite services. Their location is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. They have restroom facilities and are LGBTQ+ friendly, with a transgender safe space. An appointment is required, and they have on-site parking available.

Opinions and Average Opinion

Citrus Financial Management Ltd has received 40 reviews on Google My Business, with an average opinion of 5/5. Many clients have praised the company for their professionalism, care, and dedication to their work. One client noted that they have used Citrus Financial Management Ltd for mortgage, pension, and personal items for eight years, and have recommended them to others. David and the team are highly regarded for their expertise and customer service.

Recommendation

For those seeking financial management services, Citrus Financial Management Ltd is an excellent choice. Their range of specialties, accessible location, and commitment to customer service make them a standout option. It is recommended to contact them through their website at citrusfinancial.co.uk for more information and to schedule an appointment.

👍 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.

Citrus Financial Management Ltd - Sevenoaks
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 🍊 🍋

Citrus Financial Management Ltd - Sevenoaks
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.

Citrus Financial Management Ltd - Sevenoaks
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

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

Citrus Financial Management Ltd - Sevenoaks
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

Citrus Financial Management Ltd - Sevenoaks
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.

Citrus Financial Management Ltd - Sevenoaks
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.

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