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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.
If you are in your 40s or 50s, there is a good chance you have already started saving for retirement in one form or another. You may have paid into pensions through a number of employers. You may have savings elsewhere too. And you may feel, quite...
On Sunday, Jenny Brockman joined more than 60,000 runners at the start line of the London Marathon, now officially the largest marathon ever held. By the end of the day, she was one of them who...
Kate Morrish is one of the newest members of the Citrus Financial team, having joined us in 2025. For many clients, Kate is the friendly voice they hear when they phone the office or receive a call to...
Long-term care is one of those topics many families know they should think about, but often put off until a crisis happens. In the latest Citrus Insights, Richard Harris is joined by Roberta Svile...
We’re seeing an increase in scams where criminals impersonate well-known companies to gain access to personal information. One example currently being reported involves fraudsters posing as BT...
Start your journey towards becoming a Financial Adviser We’re looking for a motivated and technically minded individual to join our Sevenoaks team at Citrus Financial. This is an excellent opportunity...
With the London Marathon now just a few weeks away, many of you will know that our own Jenny Brockman is in the final stretch of her training. And it’s safe to say, it’s getting real. Long runs, early...
We’re seeing increasing reports of a new type of scam, one that doesn’t always look like a scam at first. Often, it starts with a simple message, a shared interest, or a friendly conversation online...
Behind every client communication, article, video and event at Citrus is Simon Cockfield. As Marketing Manager, Simon helps make sure clients feel informed, reassured and clear about what’s...
We’re delighted to share that Citrus Financial has been named Adviser Firm of the Year – South East 2026 at the Professional Adviser Awards. It’s a proud moment for the whole team and recognition of...
Markets are feeling unsettled again. The conflict in the Middle East, rising oil prices and constant news updates can make it feel like something needs to be done, quickly. In the latest Citrus...
As we approach the end of the tax year, most conversations focus on pensions and ISAs for ourselves. But there’s one allowance many families overlook, and once 5th April passes, you can’t get it back...
Global markets have reacted this week as the conflict in the Middle East continues to intensify. Geopolitical events like this can create uncertainty for investors, particularly when markets move...
As the end of the tax year approaches, it’s a good time to pause and check whether you’ve made the most of the allowances available to you. Miss them, and in many cases they’re gone for good. The tax...
House prices, interest rates, buy-to-let changes, government targets — there’s always plenty of noise around the UK property market. But what’s actually happening beneath the headlines? In the latest...
For many parents and grandparents, a Junior ISA feels like a brilliant idea in theory, but slightly nerve-wracking in practice. The tax advantages are clear. The long-term growth potential is...
Phoebe Mills joined Citrus Financial in January 2025, bringing more than four years’ experience in financial services. Having achieved her Diploma in Regulated Financial Planning in 2023, and...
We were delighted to welcome so many clients and guests to our Inheritance Tax Trap event at Salomons Estate. The turnout was fantastic, and we loved the level of engagement throughout the morning...
We’ve been absolutely delighted by the response to our upcoming Inheritance Tax event in Tunbridge Wells on Tuesday 3 February. The event has now reached full capacity, and all available places have...