[email protected]

  • About Us
  • Events
  • Industry News
  • Infomix
  • Business Development Updates
  • Newsletter
Adviser Home
  • CPD Centre
  • Development Solutions
    • AXA Investment Managers
    • Tacit Investment Management
    • Aegon Corporate Protection
    • Tax Planning Support
    • Outsourced Investments
    • Orbis Invest Differently
    • Fidelity Adviser Solutions
    • Aegon - Supporting financial advice
    • Tax Planning Investments
  • Resources
    • Marketing
      • The Yardstick Agency - Organising events can generate new business. But is your presentation fit for purpose?
      • The Yardstick Agency - 4 powerful ways to grow your podcast audience
      • The Yardstick Agency - Harness LinkedIn’s power with these 6 practical ideas from our favourite experts.
      • The Yardstick Agency - Are brochures still relevant in 2022?
      • Faith Liversedge: How to convert clients to your ongoing service
      • The Yardstick Agency - 4 things you should never leave off your website’s fees page
      • Money Marketing - Podcast: Do we expect more for less from advisers?
      • AdviceBridge - The figures don’t lie: Why advice firms must provide all three engagement channels (adviser, digital, and hybrid) for all client types
      • Personal Finance Society - What It Means to Tell a Good Story About Your Business
      • The Yardstick Agency - 3 simple changes every adviser and planner can make now to get more referrals
      • The Yardstick Agency - 6 occasions when being too cautious will damage your marketing
      • Creating a successful digital advice model
      • Blogging Checklist
      • Marketing Checklist
      • SEO checklist
      • Website checklist
      • Corporate Design
    • Proposition
      • New Guide to Retirement Income Advice
      • Advisor Perspectives - You Provide More Value than You Realize
      • IFA Magazine - 4 things you’ve forgotten about the value of your advice
      • Royal London - Feeling the benefit of financial advice: How professional support helps to improve emotional wellbeing
      • FTAdviser - Q&A: Advisers are missing a trick with business protection
      • FTAdviser - How to get younger clients on board with financial advice
      • Money Marketing: The future of advice is going to be dynamic
      • Royal London - What stops people from seeking financial advice?
      • FTAdviser - If your business is to thrive, you will have to advise remotely
      • Always Be Content - Dare to Care: How Doing Good Helps Business Do Better
      • Finding your advice style with lifestyle planning
      • Aegon - How your clients can become a financial wellbeing ‘all-rounder’
      • Aviva - Generation rent: the protection they need
      • FTAdviser - How suitable are financial products for young savers?
      • AIG - How to: reinvigorate your critical illness sales process (CPD)
      • Royal London - Does sustainable investing belong in fixed income?
      • Advisor Perspectives - Why Prospects Choose You
      • Advisor Perspectives: 10 Signs You Need to Be a “Hybrid” Advisor
      • This is Money - Mind the money age gap: Research claims over-65s are smarter about pensions and investing due to a lack of financial education for the young
      • The Institute for Fiscal Studies - Understanding the gender pension gap
      • How to introduce clients to protection
      • Handling vulnerable clients who want equity release
      • Shift in retirement journeys set to reshape the market
      • Four in five UK adults say they don’t have a ‘pension will’
      • Combining pensions and property
      • The Value of Advice - an insiders guide
      • Adviser Home Guide to Innovation
      • Designing Your Service Proposition
      • Effective Cash Management
      • Business Protection
      • Rohan Sivajoti: The one page business plan
      • Protection conversations increasingly common for advisers
  • Sustainable Investments
  • About Us
  • Events
  • Industry News
  • Infomix
  • Business Development Updates
  • Newsletter

Trusted Partner

Citrus Healthcare

A fully independent broker committed to providing individuals and companies with the best healthcare advice.

Visit Website

Citrus Healthcare

We work in partnership with many financial advisers and international recruitment specialists, providing your clients with impartial medical insurance advice.

Private Medical Insurance

Many advisers are looking to broaden the range of services they offer their clients. The idea of holistic advice means that crucial subjects like Health Care cannot be side stepped. Nevertheless there is no doubt that health care cover in all its forms is a specialist area. Many advisers would find it hard to invest in the time to build such specialist knowledge in house.

With this in mind Adviser Home has selected Citrus Healthcare as its partner in this market.

Citrus Healthcare is a fully independent broker committed to providing individuals and companies with the best healthcare advice.

The benefit to your clients

9 out of 10 people who use Citrus Healthcare save money*

Medical insurers are regularly changing their policies to provide new customers with better cover at a more competitive price. Citrus Healthcare is a fully independent medical insurance broker and will check your clients existing policy to ensure they still have the right cover for a suitable price. Even if your clients have recently made a claim Citrus can still help you.

 

About Citrus Healthcare

 Citrus have a unique approach to healthcare advice which centres around two key pledges:

  • They  work with an unrestricted portfolio of insurers to get the most suitable terms 
  • They ensure that all commissions are fully disclosed to ensure your clients  always pay a fair  amount for the services provided

How would Citrus work with you?

Private medical insurance is a specialist product and Citrus works with a number of financial advisers. Citrus Healthcare is an independent medical insurance broker and ensures that your clients get the best medical insurance advice - and your client bank is protected too.

 

What happens when a client is referred to Citrus Healthcare for medical insurance advice?

You will be kept updated on a regular basis so you always know what is happening with your client. The level of detail provided is tailored to suit your business.

 

Is my client protected?

Yes, Citrus Healthcare sign a legal agreement with our medical insurance introducers and this allows them to only talk about medical insurance services. If your client wants help or advice on another financial product they will be referred back to you. If you are not helping your client with their medical insurance, do you know who is?

 

How is remuneration shared?

Not only at the stage of the medical insurance introduction but at subsequent renewals too. Full details of becoming a medical insurance introducer are available upon request.


 A full range of services

  • Group Medical Insurance
  • Occupational Health Solutions
  • Employee Assistance Programmes
  • Sickness Absence Management
  • Group Travel Insurance
  • Group Dental Insurance
  • International Medical Insurance
  • Group Cash Plans

Next steps

Fine out more on www.citrushealthcare.co.uk

Contact: [email protected]. Tel: 01732 838 315.

Back

Sign up to the Adviser Home newsletter

Please leave the above box empty.

Our Sponsors & Partners

Previous
Next

Contact Us

  • Partners
  • Contact Us
  • Terms & Conditions
  • Data / GDPR
  • Privacy Statement

Social

Follow us to stay up to date with the latest industry news

  • Twitter
  • LinkedIn

Newsletter Sign Up

Fancy getting all the latest news direct to your inbox?

Please do not fill in the above field to help us identify genuine requests.

We exist to help financial advisers run, develop and market their business

Adviser Home

© 2025 Adviser Home

Website by Clear

Back To Top

Sign up to the Adviser Home newsletter

Please leave the above box empty.

Are you an adviser or provider?

Find out more about our weekly bulletins here. You can unsubscribe from our communications at any time.

We’ll only use your data in compliance with GDPR. Our full policy can be found here.