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 todayInvestment 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
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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
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