Looking for a team that knows HOW to invest properly?

Our Investment Management Services

Every lifestyle is different, and we understand that. At Citrus, investment management falls under our tailored financial planning and analysis services and is undertaken in the same way.

We get to know you, so we can assess and create an investment plan that reflects both your goals and financial circumstances. Using established and developing academic research, plus due diligence on opportunities, managers and funds, we recognise potentially successful strategies and portfolio options for your unique needs. Unlike many firms we do not automatically exclude investments that are difficult to understand and monitor as there can be a place for such investments in client accounts that warrant it. 

Once a plan has been agreed upon by all parties, we continue to be proactive. Investing is a long-term process and our experts will monitor markets alongside your investments, continually advising you along the way. You’re never on your own, Citrus Wealth Management are always there for you.

Remember that any investment made can go down as well as up, so you may get back less than you invested in the future, it is not a guarantee.

Talk to one of our experts today

Investment Management Ipswich

Sick and tired of large investment management firms? We have the answer for you.

At Citrus Wealth Management, we are a small, local team of investment management experts. Our main office is located conveniently in Fox’s Marina, Ipswich, just a short walk from the main town centre, and easily accessible via main roads. We do not believe in creating red tape, and we do believe in a personal approach to financial advice. We understand the reputation that the financial advice industry sometimes holds, however we set out every day to prove ourselves as a quality, trustworthy and authentic firm.

If you are local to the area and would like to arrange a free, informal consultation about investment management, we urge you to get in touch with us. Please find our contact details, as well as our office location on a map.

Call us: 01473 559 222

Email us: info@citrusgroup.co.uk

Let us know your availability via contact form

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Contact Us

Get in touch with us today to discuss your financial requirements and arrange a free introductory consultation with one of our experts.

01473 559 222

info@citrusgroup.co.uk

What our customers say

“How do you explain and justify Trust. You are recommended to somebody and your experience of them is a good one. Somebody who is clearly knowledgeable, accommodating, friendly and very helpful. Over the years that has been our experience of Steve and Citrus. In turn we recommend them and this is reinforced by the feedback endorsing our recommendation!”

Anonymous

“I first went to Steven at Citrus approx.15 years ago. At the time I had pensions and a number of investments in various places. We discussed what my requirements were going forward and he set about getting everything into order. At first I was somewhat sceptical because I had been given poor financial advise in the past. However over the course of time, I have found Steven and his team to be very helpful and most importantly they are receptive and reactive to any concerns I’ve had. Over the years we have had yearly meetings, sometimes more, and I’ve found Steven to be honest, thorough and consistent. I would happily recommend Citrus to friends and family alike.”

Brian Adams

“My wife and I have been clients of Citrus Wealth Management for the past 10 years. Steven Hutchinson has managed our pensions in the form of SIPPs and ISAs in a cautious way in order to maintain their capital value. Returns have maintained stable over this period, even during significantly difficult periods such as BREXIT, COVID, war and inflation. This is exactly what we wanted. We have maintained an excellent business relationship. Steven responds to questions immediately. If we are unhappy about the direction certain investments are taking, we can discuss the issues concerned, argue points at length, and, if we remain uncertain about the situation, he will execute our requests. Steven keeps a keen eye on the cost and quality of the platforms he uses. He is always ready to switch platforms to the clients’ advantage, which means he maintains overall costs at a very competitive level. We feel our investments are in safe hands and hope to continue using Citrus Wealth Management for many years to come.”

Neil & Ruth

“Our family have been clients of Citrus for many years. Friendly and approachable, Citrus offers comprehensive financial planning with attention to detail and an eye to the future. Their personalised and professional approach precipitates confidence. Highly recommend!”

Emma-Kate Thompson

“We have been clients of Citrus for 12 years or more and have stayed with them because along with clear and prompt communications they make no overstated claims to the service they offer . The way our savings are managed by them is realistic, thoroughly researched and pragmatic. The fees are fare. Steven and Sarah do a great job and long may they continue.”

Mark & Sally

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