Steven Hutchinson
Founder & Director – Chartered Financial Planner APFS
I began my career in commercial insurance underwriting but have spent the last 26 years of my career providing financial advice through large international and small local companies. I have been managing Citrus Wealth Management since 2005, providing financial advice to clients. I have constantly strived to provide truly independent advice using the best of what is available from markets. As products and markets constantly evolve there is never a dull moment, albeit I would like there to be every now and then…
My home life is spent keeping up with my young family, socialising and playing sport (hips and back permitting). I particularly enjoy good food and finding new places in East Anglia to eat and drink.
Sean Parker
DipPFS, CertPFS (DM)
Sean has worked in Financial Services for more than 20 years, having previously been involved with administration at a major insurance company before then (dealing with a variety of different pension contracts). He is a qualified Pension Transfer Specialist and holds the Investment Management Certificate as well as a range of other Financial Planning qualifications. He has hands-on experience of working within a discretionary investment management environment in previous IFA practices and as a paraplanner his technical experience covers a range of personal and corporate financial planning including trust, pension, investment and protection solutions.
Away from Financial Services he remains engaged in a constant battle to be a fitter, healthier cyclist whilst avoiding the various hazards on the roads in Suffolk.
Charlotte Hutchinson
Before starting work at Citrus, Charlotte had been working in a wide variety of technical sales and administration roles including farm management, medical supplies and ventilation. Having moved into the world of financial advice, she is a highly competent office manager ensuring all aspect of the business continue to function efficiently. Hard working and friendly (sometimes), Charlotte is often the first point of contact for clients with Citrus.
Hailing from Framlingham in Suffolk, Charlotte enjoys spending time with family and friends, going for walks, exploring the coast and eating out. At least a handful of trips to London each year to catch a show is a must but with a young family, that did entail a trip to see Frozen on her last visit – apparently it was very good…..