For most of us, our income is the foundation of our family’s security. It pays for our home, bills, and day-to-day expenses. But what would happen if you were too ill to work? Many people are unaware of how little support is available from the state, and relying on company benefits might not be enough. …
Could Your Family Cope Without Your Income? Why Income Protection is Essential Read More »
Did you know, your pension isn’t just a retirement savings pot? It’s also an effective tool to help support future generations. In addition to ensuring your financial certainty when you finish working, defined contribution pensions are a tax-efficient way of passing on your wealth. Pensions can sit outside your estate for IHT purposes, so the …
In the latest episode of our Citrus Bites series, Richard breaks down the Bank of England’s decision to leave interest rates unchanged at 5%. While recent rate cuts have come from both the European Central Bank (ECB) and the U.S. Federal Reserve, the UK has decided to hold steady for now. Here’s a closer look …
No Change to Interest Rates: What You Need to Know Read More »
Managing your money effectively often comes down to how you spend and what influences your spending habits. David Braithwaite, Money Mentor for BBC Radio Kent, recently shared practical tips on how to manage emotional spending and create a more effective monthly budget. Listen here One key recommendation from David is to use a budget planner …
Smart Spending: How to Avoid Emotional Triggers and Budget Wisely Read More »
The Westerham Horticultural Society Autumn Show, held on a sunny September 14th, was a huge success, with Citrus Financial proudly sponsoring the ‘Plot to Plate’ award. This unique competition invited participants to grow their own produce, bake with it, and make a chutney, jam, or curd using the same item. The creativity and talent displayed …
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 »
Our latest Economic Review magazine is available now. Catch up on the key economic updates from August with our latest Economic Review. Our September edition covers critical financial stories that have shaped the markets and offers valuable insights for future planning. In this issue, we highlight the Bank of England’s first interest rate cut since …
Citrus Financial’s Monthly Economic Review – August Highlights Read More »
Students heading off to university are full of excitement, but they also face financial risks. In his role as Money Mentor on BBC Radio Kent, David Braithwaite recently addressed the various scams targeting students today. Listen here A major concern is job scams. If you’re a student looking to make extra cash, be wary of …
Student Safety: How to Avoid Job Scams, Rental Fraud, and Investment Traps 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 »
Winter may be a few months away, but now is the perfect time to prepare your home and finances. Recently, on BBC Radio Kent, David Braithwaite shared advice on how to cut energy costs and check your pension credit eligibility Listen here First, make sure you’re aware of any benefits you might be entitled to. …
Winter Savings: Insulation Tips and Pension Credit Eligibility Read More »
For detailed information about our services and costs please read our Terms of Business and our Customer Privacy Policy. The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in UK.
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
Website Designed By Tranwell Media
