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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.
DOWNLOAD HERE May Property Update: Download the Latest Residential Property Review As the property market adjusts to changing tax rules, interest rates, and buyer sentiment, our May 2025 Residential Property Review offers timely insight to help you...
We would like to introduce you to Nicky Kirton, our Mortgage and Protection Adviser. With a financial services career spanning over 30 years, Nicky combines deep technical knowledge with a genuine...
We are looking for a highly motivated and experienced Technical Administrator, with a Level 4 Diploma in Financial Planning, to join our Sevenoaks team. In this role, you will provide vital support...
In the latest edition of Citrus Bites, Richard Harris takes a whistle-stop tour through the state of the UK economy. The numbers are more surprising than you might expect. Despite a new spike in...
At Citrus Financial, we pride ourselves on looking after our clients’ financial wellbeing. That includes keeping you informed about potential scams. We recently learned that someone known to us was...
At Citrus Financial, your feedback has always been at the heart of the service we provide. It helps us understand what we’re doing well, and where we can do even better. Until now, we’ve used a...
DOWNLOAD HERE Stay Informed: Download Our Latest Economic Review The UK economy is navigating a complex landscape of falling inflation, rising household costs, and shifting business confidence. Our...
The Bank of England has today announced a 0.25% cut to the base rate, reducing it from 4.5% to 4.25% — the first move in what some hope could be a gradual return to more affordable borrowing. But what...
In March, the Financial Conduct Authority (FCA) issued a statement that could have major implications for the mortgage market, especially for first-time buyers and home movers. The FCA revealed that...
DOWNLOAD HERE March Property Update: Download the Latest Residential Property Review The UK housing market continues to shift, with affordability pressures, regional differences, and tax changes...
Looking for easy ways to save money around the house? In this week’s episode of The Money Mentor, David Braithwaite shares a collection of practical money-saving hacks to help you cut costs without...
How much money will you need in retirement? It sounds like a simple question but for many people, the answer is anything but clear. In fact, a 2023 study by Scottish Widows* found that only one in...
In our latest episode of Citrus Insights, Richard Harris speaks to Lindsay James, Investment Strategist at Quilter Investors and a regular commentator on Sky News and CNBC. With global markets shaken...
In this latest episode of Citrus Insights, Richard Harris is joined by behavioural economist Mark Pittaccio to explore one of the most common (and costly) investor experiences: the emotional reaction...
This Easter, David Braithwaite, Money Mentor, is on a mission to help you save on your chocolate indulgences. In this episode, David conducts a taste test between well-known Easter egg brands and...
Are you dreaming of a holiday but worried about the cost? In this week’s episode of The Money Mentor, David Braithwaite shares expert advice on how to plan an affordable getaway. While the cost of...
DOWNLOAD HERE Stay Informed: Download Our Latest Economic Review Economic uncertainty continues to dominate the headlines – but understanding the latest trends can help you feel more in control of...
This week, David Braithwaite, Money Mentor, uncovers the clever techniques that supermarkets and online retailers use to get us to spend more. Whether it’s through store layout, pricing tricks, or...
At Citrus Financial, we love discovering the hidden talents of our team, and our very own Karen Gorbutt has certainly impressed us with hers. Hidden Talents Alongside her role as a brilliant financial...