All the latest news from Citrus Financial
NEWS
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 Adviser of the Year (South East). Patricia Harris...
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...
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...
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...
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...
One of the questions we often ask new clients is, “How did you hear about Citrus Financial?” More often than not, the answer is wonderfully simple: “A friend recommended you.”...
With mortgage rates, living costs and the housing market difficult to predict, waiting can feel like the safest option. But when there is no perfect time to make a decision, being prepared may be more...
Lauren Fowler is our Client Services Manager and has worked in financial services since 2016. Having previously been part of the Citrus Financial team, we were delighted to welcome her back in 2021...
We’re delighted to share that Karen Gorbutt and Patricia Harris have both been shortlisted at the Women In Financial Advice Awards 2026. Karen has been shortlisted for Financial Adviser of the Year –...