We would like to say a huge thank you on behalf of Citrus Financial and Friends for Families, for all the amazing board games we received! We have been inundated. We know that it’s tough for everyone at the moment, so we’ve been amazed by the generosity of our clients, Chipstead Football Club and our …
We were delighted to have two VIP guests in our office on Monday evening. Two superstars from the Chipstead U10 girls team brought a mountain of board games with them. The games were generously donated by the players, parents and coaches at Chipstead FC to support our Friends for Families campaign. Please help us …
Join David Braithwaite, The Money Mentor, every Monday morning on BBC Radio Kent’s Dominic King Show. Listen here Tune in to BBC Radio Kent as financial adviser David Braithwaite, also known as ‘The Money Mentor’, shares his expert insights on understanding energy bills and navigating the new price cap. In his weekly appearance on the …
Citrus Financial is pleased to announce the appointment of Jennifer Brockman who is working her way to become a Financial Adviser. Jennifer already has more than seven years’ experience of the financial services industry. Most recently working as a Senior Paraplanner with another financial advice firm. Jennifer completed the Diploma in Regulated Financial Planning 2021. …
The Chancellor announced his Autumn Statement on Wednesday 22nd November. As expected, tax cuts took most of the headlines, with a reduction in National Insurance and a range of measures for businesses. In this special edition of Citrus Bites, Richard Harris takes a look at the headlines and considers what the announcements could mean for …
After more than a decade of putting up with low returns on cash savings, the substantial increase in rates over the past two years has been welcomed by savers, but it’s important not to rely too heavily on cash savings and to carry on investing to maximise potential returns and target long-term financial goals. Consider …
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It can be tempting to cancel your protection when times are tough and you’re tightening the purse strings. But removing the vital support that protection cover offers might not be the wisest move. Take a step back Some households are considering reducing their level of protection, potentially leaving themselves vulnerable to financial shocks. With higher …
All investors use insights, trends, and data from across the globe to help them make decisions. Between the lines is an easy way for you to understand how a current topic might be impacting markets and influencing your investments. This month’s edition of Between the lines takes a look at what the following means for …
Join David Braithwaite, The Money Mentor, every Monday morning on BBC Radio Kent’s Dominic King Show. Listen here Join financial adviser David Braithwaite, popularly known as ‘The Money Mentor’, as he makes his weekly appearance on the Dominic King Show on BBC Radio Kent. In this episode, David and Dominic dive into the topic of …
We thought this powerful interview with the wonderful Shona Campbell was too important not to share on its own. Richard Harris interviews Shona Campbell, co-founder and Chair of Trustees for Friends for Families. Shona talks us through why she started the charity and the vital work they do. She also provides sobering insight of the …
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Citrus Financial is a trading style of Citrus Financial Management Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
Citrus Financial Management Ltd is registered in England & Wales No.04618393. Registered office: 2nd Floor Watermill House Chevening Road, Chipstead, Sevenoaks, Kent, England, TN13 2RY
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