The Chancellor’s speech only ever tells part of the story. The real details, things that could genuinely affect your finances, sit in the documents published afterwards. Our full Budget Summary provided by Quilter, is now ready and free to download. It’s been produced once the dust has settled, giving you a clearer picture of what […]
Get Your Full Budget Summary: Now Available to Download Read More »
Each year we support Friends for Families, a wonderful local charity helping families in the Sevenoaks area who are facing real financial hardship. When Children’s Services identify a family needing support that can’t be provided elsewhere, Friends for Families step in with practical, immediate help. In previous years, we’ve collected new board games to make
Supporting Families This Christmas with Friends for Families Read More »
We’re delighted to share that Citrus Financial has received three significant pieces of recognition across the profession. Celebrating both the strength of our team and the contribution we make to clients, our local communities, and the wider financial planning industry. Named in the Citywire New Model Adviser Top 100 firms for 2025 To start, Citrus
Citrus Financial celebrates a trio of award successes Read More »
Experienced, meticulous and quietly confident, Mark Burroughs is a highly valued member of the Citrus Financial team. With over 25 years’ experience in financial services, including a fast-paced career in currency trading, Mark brings deep technical knowledge and a calm, pragmatic approach to financial planning. He joined Citrus in 2022 and loves helping clients plan
Getting to Know: Mark Burroughs Read More »
