Author name: CitrusFinancial

At Citrus Financial, we’re proud to announce that we’ve been included in the Citywire New Model Adviser Top 100, a prestigious list celebrating the very best of the UK’s financial advice community. This accolade recognises firms that demonstrate outstanding achievements and leadership within the profession. The judges, using a methodology approved by AKG, evaluated firms …

Citrus Financial Named in the Citywire New Model Adviser Top 100 Read More »

Our latest Economic Review magazine is available now. Stay ahead of the latest economic trends with our November Economic Review, which takes a detailed look at the major financial developments from October. Our monthly newsletter offers insights into the factors shaping markets and how they might influence future financial decisions. In this issue, key highlights …

Citrus Financial’s Monthly Economic Review – October Highlights Read More »

Please find blow a link to our summary of the Autumn Budget delivered by the Chancellor, Rachel Reeves, on Wednesday 30 October.  VIEW OR DOWNLOAD HERE In presenting Labour’s widely anticipated first Budget in 14 years, the Chancellor was faced with a challenging task. Following her announcement of a “black hole” in the public finances, …

2024 Autumn Budget Full Summary Read More »

As adults, many of us have learned about money the hard way—through debt, overcharging by banks, and mishandled loans. But how can we ensure our children and grandchildren avoid these pitfalls and build a solid financial future? This week on BBC Radio Kent, David Braithwaite, Money Mentor, shared valuable insights on how to equip the …

Teaching Children the Power of Financial Knowledge with David Braithwaite Read More »

As the cost of living crisis continues to impact families across the country, this Christmas is set to be especially difficult for children in our community. Despite being generally considered as a well off area, it’s estimated that more than 6,000 children live in poverty across our district. Many less fortunate families are struggling to …

Board Games for a Brighter Christmas – Citrus Financial’s 2024 Christmas Appeal Read More »