The team is getting ready to attend the Money Marketing Awards 2024 tonight. We’re eagerly awaiting the results, having been shortlisted as one of six national finalists for the Small Advice Firm of the Year award! We shared our excitement when we first announced our shortlisting, and as the event approaches, we’re even more proud …
Citrus Financial Prepares for the Money Marketing Awards 2024 Read More »
Welcome to another episode of Citrus Mortgage Bites! In this edition, Richard Harris and mortgage expert Holly Bettles provide essential guidance on how to get back on the housing ladder after a divorce. With rising house prices and changing mortgage rates, many people face financial challenges when trying to move forward after separating from a …
Beyond the Breakup: Top tips to get back on the housing ladder after divorce Read More »
Summer is here, the days are at their longest… and your property dreams may be closer than you think! Whether you’re hoping to move up, down or onto the ladder, with a little preparation, you can be mortgage ready before the leaves start falling again. Here are four quick steps you can take right now: …
After a long, bleak winter and a rainy spring, summer not only brings hope of sunnier days but also hope of a better financial future. With inflationary pressures receding and the economy showing signs of growth, it could be a good opportunity to prioritise some pension-related matters to ensure brighter days really do lie ahead. …
Your financial future – is it time to prioritise your pension? Read More »
At Citrus Financial, we understand the frustrations that come with disappointing customer service. Whether it’s being stuck in an endless phone queue, being left on hold, unable to speak to a human, or being directed to a website’s FAQ section instead of getting the help you need—these experiences can be incredibly disheartening. That’s why we’re …
As we move through the second half of 2024, the financial markets have been anything but calm. Headlines like “Market Madness,” “Crash,” and “Bloodbath” have flooded news outlets, particularly focusing on recent stock market falls in the United States and Japan. But is this truly a sign of impending doom, or just a temporary storm …
Market Madness or Storm in a Teacup? Navigating Recent Market Volatility Read More »
Was your new year’s resolution to move home in 2024? That seems to be the case for many homeowners in the UK, as there were a record number of requests for in-person property valuations in January*. What is a home valuation? One of the first steps a homeowner will take towards putting their house on …
Home valuation requests hit a record high at the start of the year Read More »
Last week, we had the pleasure of welcoming Harry, a Year 10 student from Tunbridge Wells Grammar School for Boys, to Citrus Financial for his work experience. We set Harry a challenging project: to create a short video advising young people on the benefits of investing early. Harry approached the task with enthusiasm and creativity, …
Nurturing Future Financial Experts: Harry’s Work Experience at Citrus Financial Read More »
How’s your retirement plan coming along? In order to secure financial stability and peace of mind when you stop working, whether you’re nearing retirement, or you still have many years of your working life ahead, careful planning is crucial. Be Proactive Recent data* has shown that on average people actively start planning for retirement around …
When was the last time you reviewed your life insurance policy? It might not be easy to think about what will happen when you’re gone, but it is important to make sure your cover is still relevant for your current circumstances. Life insurance is designed to provide financial support to your loved ones in the …
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