retirement planning financial advisor

Pension & Retirement Planning Services

As unpredictable as retirement can be, pension and retirement planning from a trusted company can help you feel prepared for anything and comfortable in your future.

When you retire is up to you. The value of your pension pot can be determined by the planning you put in place now. Whether you’re decades away from retiring or only a couple of years, there’s no better time to start. Citrus is here to help you get the most out of your pension, analysing your existing savings and planning retirement income for the best solution for you. Retirement planning can include investment management as well as consideration of company defined benefit and money purchase pension schemes.  It is also important to consider how you might draw your pension benefits in retirement, whether that be through your company pension scheme, annuities or a range of flexi-access options. It is important to plan how your pension assets might last throughout your retirement, so that you can pass on wealth to future generations or spend your last penny on the day you depart. Throughout our working relationship, our expert team of retirement planning financial advisors will regularly review and adapt your plan. Get your independent financial advice for retirement planning from Citrus today.

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Why Choose us?

Financial Advisor Suffolk

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Retirement Planning

We met Tim in his early fifties, who wanted to retire early but had no concept as to how this might happen. We completed an initial, in depth analysis of…

Retirement Planning
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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@www.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

Our Services

Full service wealth management.

Our services and solutions assist you on your financial journey. No matter what unique financial planning, pension, investment or tax advice you require, we guarantee genuine care and attention to detail.

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