Be the First to Hear About Our Next Event
You might not be ready to book a meeting. But you don’t want to miss the next opportunity either.
Our events are designed to help you:
- Understand complex topics in plain English
- Ask questions in a relaxed, informal setting
- Hear real-world insights from experienced advisers
- Leave feeling clearer about your next step
Register your interest and we’ll let you know as soon as booking opens.
We’re planning our next event, which will be focused on pensions and retirement planning, in Sevenoaks this June.
If you’d like to be invited when registration opens, please enter your details.
Register for future events
Recent events
We believe financial planning is easier to understand face to face.
Here’s a glimpse of some of our recent sessions and feedback from attendees:
“The atmosphere was very relaxed and friendly, which meant you felt you could approach any of the advisors and ask questions. They were happy to discuss matters without making you feel pressured into making an appointment.”
“Presentations were very professional and informative”
“A very interesting and informative seminar”
“Very professional event keep up the good work”
“I appreciated the informal feel of the meeting, which still remained full of salient information.”
“Congratulations to David & team for excellent & interesting presentations.”
Don’t Miss the Next One
We know attending a financial event can feel like a commitment. Our sessions are designed to be informative, relaxed and completely free of pressure. Many guests attend simply to understand their options better.
Places are always limited, and some of our recent events have been oversubscribed.
About Citrus Financial
Founded in Sevenoaks by David Braithwaite, Citrus Financial has grown into a trusted local advice firm with a team of experienced financial advisers. Based in Chipstead, we help families across the South East feel better off and more confident about their finances. Whether it’s investments, pensions, mortgages, or inheritance planning, our mission is simple: to give you clarity, confidence, and control over your money.
Approver Quilter Financial Services Ltd 15/02/2026