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.

John Cope – BSc, MBA, Dip (FA)

John merges his financial paraplanning and advice skills with his previous career in the information technology industry which included owning and managing a small business and a business development role at IBM.

John has a Batchelor’s degree in Information Technology (BSc), a Master’s degree in Business Administration (MBA) and has completed his level 4 Diploma in Financial Management Dip(FA). John also has industry qualifications in sales and marketing (IBM President’s class) along with a diploma in planning and managing education programmes (PGCE).

John enjoys tennis and has played for 40 years. He still plays at senior level although as he himself is now of a “senior” age, he cannot play as well as he once did.  Even so John remains John enjoys fitness, studies film and theatre on the side and has a passion for experimental cooking (although some would say he just “combines” the wrong ingredients).

Sarah Dawson – Cert CII (FS)

Sarah is a senior administration professional with over twenty years’ experience in finance, as well as client and investment provider liaison. Sarah has extensive knowledge with sourcing and examining information in support of client needs. Sarah in the past has worked for large companies, as well as being part of major project installations and the roll out of UK wide financial planning software and staff training.

Sarah has built experience in all aspects of the finance industry with an in-depth knowledge in the creation and management of Trusts and is now bringing her wealth of general knowledge into paraplanning, ensuring clients are well looked after.

Sarah has always enjoyed art and has her own small sideline business in Suffolk creating unusual and definitive art works (available for purchase)…  Sarah has two children and enjoys nothing more than time with her family.

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…..