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.

2002
2002

Citrus Financial Planning was established in Hildenborough in late 2002 by David Braithwaite.

2003
2003

David Braithwaite becomes the ‘financial expert’ for a regular live phone in on BBC Radio Kent

2005
2005

David Braithwaite makes his first appearance on BBC Breakfast TV

2010
2010

David Braithwaite becomes a regular guest expert on BBC2's Working Lunch: with Declan Curry and Naga Munchetty

2012
2012

Operations Manager, Kelly Dinelli, joins the Citrus Financial team

2013
2013

David Parker joins the Citrus Financial team

2017
2017

Craig Brady joins the Citrus Financial team

2017
2017

Citrus Financial expands with Chris Bescoby setting up the Huddersfield office

2017
2017

David Braithwaite features as the guest speaker at MDRT in Los Angeles

2018
2018

David Braithwaite features as guest speaker at FPA in Sydney

2019
2019

Citrus Financial expands into new premises in Chipstead

2020
2020

During the pandemic Citrus Financial remains open for clients, with the team working remotely

2020
2020

COO, Richard Harris joins the Citrus Financial team

2021
2021

Mortgage & Protection adviser, Holly Bettles, joins the Citrus Financial advice team

2021
Simon Cockfield
2021

Marketing Manager, Simon Cockfield joins the Citrus Financial team

2021
2021

David Baithwaite appears on the Martin Lewis Money Show

2022
2022

The Citrus Financial adviser team grows with the addition of Mark Burroughs and Neil Dobson

2022
2022

Kelly Dinelli 'Highly Commended' at the Professional Adviser Women in Financial Advice Awards