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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 live in Kent, you’ve probably heard David Braithwaite’s voice before. As the Money Mentor on BBC Radio Kent, he’s known for making financial topics easy to understand, and fun to listen to. But away from the microphone, David is also the...
Inheritance Tax (IHT) has always been a hotly debated subject, but it’s now firmly in the spotlight again as the Chancellor looks for ways to raise more money for the Treasury. With potential changes...
Join Citrus Financial as a Technical Administrator We’re looking for a highly motivated and experienced Technical Administrator to join our friendly Sevenoaks team. If you hold a Level 4 Diploma in...
The Bank of England has announced its latest decision — cutting the base rate from 4.25% to 4%. While widely expected by economists, the result was far from straightforward, with the Monetary Policy...
HMRC figures* show the 2024/25 tax year saw a record £8.2bn raised in IHT, a £800m increase on the previous tax year. The new tax year kicked off in the same vein with the Treasury collecting £780m in...
One in six people with a partner are unsure who would inherit their pension savings if they were to die before accessing them*. While the majority – 65% – have nominated their spouse or partner as...
Calm, insightful and highly respected, Craig Brady is a key part of the Citrus Financial team. With a first-class Economics degree, a sharp analytical mind and a natural ability to explain complex...
A recent BBC Panorama investigation has thrown a spotlight on a worrying, and illegal, practice in the UK property market: conditional selling by estate agents. If you’re planning to buy or sell a...
If you’re an Amazon Prime subscriber, you’re probably used to the annual charge for your membership. But now fraudsters are exploiting this familiarity with a new scam designed to trick you into...
Talking about money might not be your idea of romance, but it’s one of the best things you can do for your relationship. As someone who’s spent over two decades helping people with their finances...
We’re delighted to announce that Jenny Brockman has now become a Financial Adviser at Citrus Financial. Welcome To The Advice Team Jenny successfully completed the financial advice qualification...
As interest rates hold steady and economic signals continue to shift, our July 2025 Economic Review offers a balanced summary of the key developments from June. Helping you stay informed in a...
This week, Money Mentor David Braithwaite shares practical tips to stay cool without cranking up your energy bills this summer. From affordable fan tricks to creating your own DIY air conditioning...
Friendly, patient and down-to-earth, Karen Gorbutt puts clients at ease with her caring, no-pressure approach. She takes time to listen and explain things clearly, helping people feel more confident...
At Citrus Financial, protecting our clients’ financial wellbeing means more than just good advice. It also means keeping you informed and safe from evolving cyber threats. A recent article in...
The Bank of England has once again held interest rates at 4.25% . The question is, for how much longer? In the latest episode of Citrus Bites, host Richard Harris gives a quick but insightful look at...
The Citrus Financial team had a fantastic time supporting Chipstead FC at their annual Presentation Day on Saturday 14th June, and what a day it was! Kicking things off bright and early at 8:00am, we...
In this week’s Money Mentor episode, David Braithwaite takes us through the savvy world of buying secondhand, with a special focus on how it can help save money when going through major life changes...
Stay Informed: Download Our Latest Economic Review DOWNLOAD HERE As the UK economy continues to balance growth, inflation, and interest rate uncertainty, our June 2025 Economic Review provides a clear...