Over the years we have worked with solicitors, accountants, care homes, chartered surveyors, land and estate agents, mostly in the following areas:
- Wills
- Trusts
- Divorce
- Pension contributions
- Remuneration strategies
- VCT/EIS
- Business structures
- Funding long term care
- Pension commercial property purchase, valuations and management
- Financial planning for business and private clients
- Investment strategy for business and private clients
- Shareholder protection
- Succession planning
- Estate planning/Inheritance tax mitigation
Where needed we refer our clients for these services or in reverse work with professions to provide regulated services to professionals clients.
Citrus Wealth Management has been FCA regulated since 2006. Steven Hutchinson is a Fellow of the Chartered Insurance Institute. Sean Parker is Member of the Chartered Insurance Institute and holds the pension transfer specialist qualification as well as the Investment Management Certificate (IMC)