Author name: CitrusFinancial

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Stay Alert: The Importance of Protecting Yourself from Financial Scams

As more of us turn to online banking and digital tools to manage our finances, the risk of falling victim to financial scams has never been greater. Scammers are becoming increasingly sophisticated in their tactics, often impersonating trusted figures or institutions to trick unsuspecting individuals into sharing sensitive information like bank details. Unfortunately, these scams …

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The Subscription Trap: How to Avoid Overspending with David Braithwaite

Subscription services are everywhere these days – gym memberships, streaming platforms, meal kits, and more. While they seem like an affordable way to access services, they can quickly add up if you’re not careful. In his latest BBC Radio Kent segment, David Braithwaite, Money Mentor, explains how easy it is to forget about those small …

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Stay Updated with Our October Residential Property Review

Our latest Residential Property Review magazine is available now. As the property market continues to evolve, it’s essential to stay informed about the latest trends and developments. Our Residential Property Review for October 2024 provides a comprehensive overview of key changes in the housing market, including insights into mortgage rates, house prices, and rental market …

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David Braithwaite, Money Mentor for BBC Radio Kent

Financial Freedom: Making the Right Choices with David Braithwaite

On this week’s episode of Money Mentor on BBC Radio Kent, David Braithwaite explores the empowering concept of financial freedom. Whether you prefer a hands-on approach or leaving it to the experts, David emphasizes that the most important factor is having the ability to choose. Listen here The episode covers practical tips on decision-making in …

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David Braithwaite, Money Mentor for BBC Radio Kent

The Indiana Jones of Finance: Hunting for Bargains with David Braithwaite

n the latest episode of Money Mentor on BBC Radio Kent, David Braithwaite embraces his new nickname: the “Indiana Jones of Finance.” With humor and practical wisdom, David discusses the thrill of finding great bargains while avoiding the traps of unnecessary spending. Listen here Whether it’s picking up yellow-label items at the supermarket or steering …

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Citrus Financial’s Monthly Economic Review – September Highlights

Citrus Financial’s Monthly Economic Review – September Highlights

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

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Why Income Protection is Essential for Your Financial Security

Why Income Protection is Essential for Your Financial Security

Most of us wouldn’t dream of leaving our home or car uninsured. Yet, many people overlook something even more important – their income. During Income Protection Action Week, we want to highlight just how crucial it is to have the right safety net in place should the unexpected happen. In our latest Citrus Insights video, …

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Citrus Financial attend the 2024 Money Marketing Awards

Celebrating a Proud Achievement: Citrus Financial at the Money Marketing Awards 2024

We recently shared the exciting news that Citrus Financial had been shortlisted as one of six national finalists for ‘Small Advice Firm of the Year’ at the Money Marketing Awards 2024. While we didn’t take home the trophy this time, we couldn’t be prouder of our achievement and the incredible journey that got us here. …

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