Financial planning expertise that’s right for you
ABOUT US
Citrus Financial was established in late 2002 by David Braithwaite. David started in financial services in 1994, having come from a background of working in banking and stockbroking.
Since then, the Citrus Financial team has successfully grown to become the organisation we are today, yet we have retained the same values and care a small, local business can offer. We pride ourselves in being able to deal with financial matters, no matter how complex, in an efficient manner, and more importantly, explain it to you in language you understand. Our client base is varied, as we understand everyone is an individual, and we look after clients from across the UK.
Citrus Financial Planning was established in Hildenborough in late 2002 by David Braithwaite.
David Braithwaite becomes the ‘financial expert’ for a regular live phone in on BBC Radio Kent
David Braithwaite makes his first appearance on BBC Breakfast TV
David Braithwaite becomes a regular guest expert on BBC2's Working Lunch: with Declan Curry and Naga Munchetty
Operations Manager, Kelly Dinelli, joins the Citrus Financial team
David Parker joins the Citrus Financial team
Craig Brady joins the Citrus Financial team
Citrus Financial expands with Chris Bescoby setting up the Huddersfield office
David Braithwaite features as the guest speaker at MDRT in Los Angeles
David Braithwaite features as guest speaker at FPA in Sydney
Citrus Financial expands into new premises in Chipstead
During the pandemic Citrus Financial remains open for clients, with the team working remotely
COO, Richard Harris joins the Citrus Financial team
Mortgage & Protection adviser, Holly Bettles, joins the Citrus Financial advice team
Marketing Manager, Simon Cockfield joins the Citrus Financial team
David Baithwaite appears on the Martin Lewis Money Show
The Citrus Financial adviser team grows with the addition of Mark Burroughs and Neil Dobson
Kelly Dinelli 'Highly Commended' at the Professional Adviser Women in Financial Advice Awards
