Citrus Financial Management Ltd

This firm operates as an appointed representative of QUILTER FINANCIAL SERVICES LIMITED and Quilter Mortgage Planning Limited. Its regulated business runs under their FCA authorisations, and they're jointly legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Senior staff personally approved by the FCA to hold their roles here.

Christopher Ian Bescoby
IRN CXB00115
- Employed By (7 Sep 2017 to 12 Jan 2024)
Craig Brady
IRN CXB06746
- Employed By (since 29 Sep 2018)
David Braithwaite
IRN DXB00063
- Employed By (since 19 Aug 2010)
- Employed By (27 Oct 2005 to 17 Oct 2006)
David Parker
IRN DXP00054
- Employed By (18 May 2016 to 2 Apr 2024)
Elian Lawrence
IRN EJC01062
- Employed By (since 17 Jan 2024)
Geoffrey Sean Croden
IRN GSC00022
- Employed By (6 Oct 2018 to 4 Aug 2022)
Jennifer Brockman
IRN JXB04063
- Employed By (since 5 Jul 2025)
Jennifer Usher
IRN JGU01000
- Employed By (2 Feb 2011 to 14 Oct 2022)
Karen Gorbutt
IRN KXG00248
- Employed By (since 3 Oct 2023)
Mark Burroughs
IRN MTB01032
- Employed By (since 1 Feb 2022)

Updates to this firm's record on the FCA register.

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.