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 summary of what happened in May , and what may lie ahead. In this edition we cover: Growth beats expectations – The UK economy grew …
June Economic Update: Download the Latest Economic Review Read More »
DOWNLOAD HERE May Property Update: Download the Latest Residential Property Review As the property market adjusts to changing tax rules, interest rates, and buyer sentiment, our May 2025 Residential Property Review offers timely insight to help you stay informed. In this edition we cover: Stamp Duty changes boost March sales – Transactions surged 66% above …
May Property Insights: Download the Latest Residential Property Review Read More »
We would like to introduce you to Nicky Kirton, our Mortgage and Protection Adviser. With a financial services career spanning over 30 years, Nicky combines deep technical knowledge with a genuine passion for helping people, especially those who didn’t think home ownership was possible. How did you get started in financial services? I started at …
We are looking for a highly motivated and experienced Technical Administrator, with a Level 4 Diploma in Financial Planning, to join our Sevenoaks team. In this role, you will provide vital support to both our Financial Advisers and Paraplanners. You will be responsible for a variety of client administration requirements that enable advisers to maximise …
In the latest edition of Citrus Bites, Richard Harris takes a whistle-stop tour through the state of the UK economy. The numbers are more surprising than you might expect. Despite a new spike in inflation (CPI rising to 3.5% in the 12 months to April), retail sales are climbing, not falling. Even with higher water …
UK Inflation Is Back Up. But So Is Consumer Spending. What’s Going On? Read More »
At Citrus Financial, we pride ourselves on looking after our clients’ financial wellbeing. That includes keeping you informed about potential scams. We recently learned that someone known to us was targeted by a scam that’s becoming alarmingly common. It’s called the “Hi Mum” scam, and it’s taking advantage of caring parents and grandparents. How does …
“Hi Mum” – The WhatsApp Scam That’s Catching People Out Read More »
At Citrus Financial, your feedback has always been at the heart of the service we provide. It helps us understand what we’re doing well, and where we can do even better. Until now, we’ve used a short feedback survey that we created in-house. While this gave us useful insights, we know we can do more. …
We’ve Updated Our Client Feedback Process – Here’s Why It Matters Read More »
DOWNLOAD HERE Stay Informed: Download Our Latest Economic Review The UK economy is navigating a complex landscape of falling inflation, rising household costs, and shifting business confidence. Our May 2025 Economic Review breaks down what happened in April – and what to watch for next – to help you stay informed and in control. In …
May Economic Update: Download the Latest Economic Review Read More »
In March, the Financial Conduct Authority (FCA) issued a statement that could have major implications for the mortgage market, especially for first-time buyers and home movers. The FCA revealed that many lenders may not be making full use of the flexibility already allowed within current affordability rules, particularly around stress testing. This type of testing …
Good News for Homebuyers: Lending Rules Are Easing Read More »
DOWNLOAD HERE March Property Update: Download the Latest Residential Property Review The UK housing market continues to shift, with affordability pressures, regional differences, and tax changes shaping buyer behaviour. Our April 2025 Residential Property Review gives you a clear and concise look at what’s happening – and what might be ahead. In this edition we …
April Property Update: Download the Latest Residential Property Review Read More »
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