Citrus Financial Management Limited

Mortgage broker · Sevenoaks · incorporated 2002

  • First-time buyers
  • Remortgage
  • Later life & equity release

Contact details published by the firm

01732 834834 Visit citrusfinancial.co.uk

Services mentioned on its website

When we checked citrusfinancial.co.uk on 2026-09-13, Citrus Financial Management Limited mentioned first-time buyers, remortgage, later life & equity release. This comes from the firm's own pages, not from an assessment by us — confirm directly that it handles your situation.

Checking Citrus Financial Management Limited on the FCA Register

Its website says it is an appointed representative of Quilter Financial Services Limited, which takes regulatory responsibility for its advice. We haven't verified this with the FCA. Search Citrus Financial Management Limited on the FCA Register →

Questions to ask Citrus Financial Management Limited

  1. Can you recommend mortgages from the whole market, from a panel of lenders, or from a single lender?
  2. Do you charge a fee? If so, how much is it and when is it payable?
  3. What deposit will lenders realistically want for the homes I'm looking at, and which first-time buyer schemes am I eligible for?
  4. How early should I start before my current deal ends, and could a product transfer with my existing lender be better value?
  5. Are you qualified to advise on equity release, and how would you involve my family in the decision?

Frequently asked questions

Is Citrus Financial Management Limited authorised by the FCA?

Citrus Financial Management Limited's website describes it as an appointed representative of Quilter Financial Services Limited, which means that firm takes regulatory responsibility for its advice. Check both names on the Financial Services Register before taking advice.

What types of mortgage does Citrus Financial Management Limited mention?

On its own website, Citrus Financial Management Limited mentions: First-time buyers, Remortgage, Later life & equity release. Services change, so confirm directly that the firm handles your situation.

How do I contact Citrus Financial Management Limited?

Citrus Financial Management Limited's website is citrusfinancial.co.uk and it lists the phone number 01732 834834.

Does Citrus Financial Management Limited only work with clients in Sevenoaks?

Its registered office is in Sevenoaks, but many brokers advise by phone or video and take clients from further afield. Ask the firm which areas it covers.

General information, not advice. Mortgage Brokers List is a directory, not a broker, and nothing here is a recommendation. Contact details and services come from the firm's own website; its identity was matched by the Companies House number shown there. Is this your firm? See how to request a correction or removal.