Summer is here, the days are at their longest… and your property dreams may be closer than you think! Whether you’re hoping to move up, down or onto the ladder, with a little preparation, you can be mortgage ready before the leaves start falling again. Here are four quick steps you can take right now: …
After a long, bleak winter and a rainy spring, summer not only brings hope of sunnier days but also hope of a better financial future. With inflationary pressures receding and the economy showing signs of growth, it could be a good opportunity to prioritise some pension-related matters to ensure brighter days really do lie ahead. …
Your financial future – is it time to prioritise your pension? Read More »
At Citrus Financial, we understand the frustrations that come with disappointing customer service. Whether it’s being stuck in an endless phone queue, being left on hold, unable to speak to a human, or being directed to a website’s FAQ section instead of getting the help you need—these experiences can be incredibly disheartening. That’s why we’re …
Our latest Economic Review magazine is available now. Explore the key financial updates from July in our August Economic Review. This edition covers the latest economic developments that could shape future market trends and financial decisions. We review the UK economy’s stronger-than-expected growth, with a 0.4% rise in GDP for May, and survey data indicating …
Citrus Financial’s Monthly Economic Review – July Highlights Read More »
As we move through the second half of 2024, the financial markets have been anything but calm. Headlines like “Market Madness,” “Crash,” and “Bloodbath” have flooded news outlets, particularly focusing on recent stock market falls in the United States and Japan. But is this truly a sign of impending doom, or just a temporary storm …
Market Madness or Storm in a Teacup? Navigating Recent Market Volatility Read More »
Was your new year’s resolution to move home in 2024? That seems to be the case for many homeowners in the UK, as there were a record number of requests for in-person property valuations in January*. What is a home valuation? One of the first steps a homeowner will take towards putting their house on …
Home valuation requests hit a record high at the start of the year Read More »
Last week, we had the pleasure of welcoming Harry, a Year 10 student from Tunbridge Wells Grammar School for Boys, to Citrus Financial for his work experience. We set Harry a challenging project: to create a short video advising young people on the benefits of investing early. Harry approached the task with enthusiasm and creativity, …
Nurturing Future Financial Experts: Harry’s Work Experience at Citrus Financial Read More »
How’s your retirement plan coming along? In order to secure financial stability and peace of mind when you stop working, whether you’re nearing retirement, or you still have many years of your working life ahead, careful planning is crucial. Be Proactive Recent data* has shown that on average people actively start planning for retirement around …
When was the last time you reviewed your life insurance policy? It might not be easy to think about what will happen when you’re gone, but it is important to make sure your cover is still relevant for your current circumstances. Life insurance is designed to provide financial support to your loved ones in the …
We are thrilled to present the latest episode of Citrus Insights, featuring an exclusive interview with the brilliant Lindsay James, Investment Strategist and media spokesperson at Quilter Investors. This episode is a must-watch for anyone keen to understand how UK and international politics shape the investment markets. Lindsay offers her expert analysis, shedding light on …
What is the impact of UK, France, and US Elections on your investments? Read More »
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