As Christmas approaches, we would like to take this opportunity to thank all our clients and partners for your trust and support throughout 2024. It’s been a pleasure working with you, and we look forward to continuing our journey together in the year ahead. Please enjoy our animated Christmas card Please enjoy our animated Christmas …
Many over-55s are returning to work or planning to ‘unretire’. Having additional income in retirement is a great idea, but it’s essential to consider the tax implications of this decision to avoid falling into a tax trap. Planning to work after retiring Research* shows that over a quarter of people aged 55 and above plan …
As we wrap up the year, the Bank of England has decided to hold interest rates steady at 4.75%. Guest presenter Simon Cockfield walks us through the implications of this decision, shedding light on the economic factors at play. Inflation on the Rise November saw the Consumer Prices Index (CPI) rise to 2.6%, marking an …
UK Interest Rates on Hold: What’s next for Your Money? Read More »
Citrus Financial team had the privilege of handing over 140+ wrapped presents to Anne Ralph and Claire Davison from the amazing local charity, Friends for Families. Thank you for your amazing generosity Each gift – a carefully chosen board game – was donated by our generous team, clients, community members, and organisations like Chipstead Football …
Spreading Christmas Cheer with Friends for Families Read More »
As 2024 draws to a close, Richard from Citrus Financial sat down with Mortgage and Protection Adviser Holly Bettles to unpack the highs and lows of the property market this year. With house prices holding steady and interest rates fluctuating, what does this mean for buyers preparing to take the leap in 2025? First-Time Buyers: …
This year’s ‘Board Games for a Brighter Christmas’ appeal has been a phenomenal success, and we have each of you to thank for your incredible generosity. Whether you’re one of our wonderful clients, a member of the Citrus Financial team, or part of the amazing community at Chipstead Football Club, your contributions have helped us …
Board Games for a Brighter Christmas: A Huge Thank You Read More »
We are thrilled to announce that Citrus Financial has been shortlisted for the Adviser Firm of the Year – South East at the Professional Adviser Awards 2025. Being named alongside nine outstanding firms is an honour in itself, and we are incredibly proud to be recognised in such a competitive category. The Professional Adviser Awards, …
At Citrus Financial, our partnership with Chipstead Football Club has always been about more than just sponsorship. It’s about supporting a community that shares our values of kindness and generosity. This was on full display during our ‘Board Games for a Brighter Christmas’ appeal for Friends For Families! Nearly 100 Board Games Donated by Chipstead …
Thank You, Chipstead Football Club, for Spreading Christmas Joy! Read More »
As parents, we want to give our children every advantage in life. From ensuring they have the best education to helping them navigate the complexities of growing up, we strive to prepare them for a bright future. But one area that often gets overlooked is financial education. Teaching your children how to manage money can …
Our latest Residential Property Review magazine is available now. Stay informed about the latest developments in the UK housing market with our Residential Property Review Newsletter for November 2024. This month, we delve into the significant property market trends and insights, including: Budget Effects: The first Labour Budget in 14 years created ripples in the …
Residential Property Review Newsletter – November 2024 Read More »
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