About Citrus Wealth Management

Citrus Wealth Management have over 25 years’ experience in the wealth management and financial planning sector.

Since conception through to today, our priority is and always will be the same – our clients. Our clientele help build and cement our renowned reputation, trusting us with their finances for generations.

We pride ourselves on the strong, long-standing working relationships we’ve formed with our clients over the years. Through genuine care and attention to detail, we confidently meet the individual financial needs of our clients, both at the start and as they evolve throughout our relationship.

Citrus are a privately owned financial services firm with offices in Ipswich. We are proud of our independent views that we apply to every financial situation.

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How Citrus Wealth Management Work

At Citrus, we hold ourselves to account to the highest standard. Not only do we fully comply with financial legislation, tax law and investment market regulations, but it is an integral part of the company’s ethos to maintain a truly independent view of what is available, from products and markets, and to ensure we develop new services to make use of positive changes in financial markets and regulations.

Our team of qualified and experienced staff and strategic partners in global financial centres are key to achieving this. Every staff member has extensive experience in working with a variety of wealth management clients and are dedicated to each and every client. We provide a strong framework for professional development, supporting each staff member in progressing their skills and expertise to help you. We are well equipped to assist with diverse financial circumstances and constantly make every effort to find the best solution to any problem with our unique financial planning.

Why choose us

Citrus in numbers

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Active Clients

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Funds Under Influence

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More about us

Meet the team

Meet the team

Case Studies

Case Studies



Our Fees

Our Fees