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Over the last decade our client focused and knowledgeable approach to financial advice has led to us becoming a trusted voice. We are regularly called upon for expert comment and opinion for across multiple media channels.
In addition, David has established himself as a trusted and influential voice on the media circuit, with regular TV appearances and a weekly slot on BBC radio.
Chancellor John Healey’s first budget offers a series of smaller measures to ease the cost of living, while keeping a firm eye on the public finances. Richard Harris runs through the key points in our Citrus Bites Budget Special. The backdrop...
Next Wednesday evening, 4th November, two of our team will walk into the Hilton London Bankside as finalists at the Women In Financial Advice Awards 2026. Karen Gorbutt is shortlisted for Financial...
For most children, opening the first door of an advent calendar is one of the small joys of December. For some families in and around Sevenoaks, even that is out of reach this year. That’s why our...
On 20th October, we set ourselves a bit of a challenge. Rather than host one event at Kingdom in Penshurst, we decided to run two completely separate events on the same day. In the morning, guests...
Being asked to be an executor has always been a compliment. From April 2027, it also becomes a much bigger job, and many people who’ve agreed to do it don’t know yet. If a parent, relative...
Salary: £45,000–£55,000 depending on experience, plus quarterly incentive scheme Permanent | Full-time | Employed | Hybrid working An established client bank, a great support team and room to grow...
Kelly Dinelli has had a front-row seat to the growth of Citrus Financial, and played a huge part in making it happen. When she joined in 2012, there were just five people in the business and David was...
It’s been a very good week for professional development at Citrus, with both Kate Morrish and Daniel Bell celebrating exam success. Kate has passed her R01 Financial Services, Regulation and Ethics...
How much will you actually need to retire comfortably? It sounds like a straightforward question. In reality, it can be surprisingly difficult to answer. You might have several pensions accumulated...
Inheritance Tax has rarely generated as many questions as it does today. Our recent Inheritance Tax events have proved extremely popular, and it’s easy to understand why. Changes to the way pensions...
Interest rates are rising in several major economies. So why has the Bank of England decided to hold Bank Rate at 3.75%? That’s the question Richard Harris tackles in the latest Citrus Bites, as...
Buying your first home is exciting, but knowing where to start can be difficult. This October, we’re bringing together a mortgage adviser, estate agent and property solicitor for a free evening...
Richard Harris will be a familiar face to many Citrus clients as the host of Citrus Bites, Mortgage Bites and Citrus Insights. But there’s plenty more to Richard than what you see on camera. From a...
Higher oil prices, conflict in the Middle East and concerns about government borrowing might not sound like the ingredients for an upbeat economic update. But look beyond the headlines and there are...
Starting university is exciting. For parents, it can also feel like a big moment of adjustment. Your son or daughter may be leaving home, managing their own schedule, making new friends and, very...
Many prospective first-time buyers assume their deposit is too small or their income will not allow them to borrow enough. Nicky Kirton explains why it may be worth checking your position before...
Bank Rate is an important influence on mortgage pricing, but it is not the only one. Steve Ody explains why lenders can increase fixed mortgage rates even when the Bank of England decides to leave...
If you’ve been following the latest Bank of England announcement, you may be wondering what it means for your mortgage. The Bank Rate has remained at 3.75%, but that doesn’t necessarily...
Scammers are becoming increasingly sophisticated in the way they promote fake investment opportunities. A recent article in The Guardian highlighted how fraudsters are creating false news stories that...