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 »
Home owners and insurers a like are feeling the impact of the winter storms, as the average home insurance premium increased by 4% in the final quarter of 2023*. A stormy winter The last three months of the year saw six storms officially recorded by the Met Office, with the first three alone causing 36,000 …
After six weeks of campaigning we finally know the result of the election. So, how will a Labour win impact our finances. In our latest Citrus Bites video, “What does the election mean for your money?”, Richard Harris provides a thorough analysis of Labour’s financial plans and their potential impact. In this special video, Richard …
Citrus Bites Election Special: What Does the Election Mean for Your Money? Read More »
Thinking about buying a home? The housing market can be a complex beast, and navigating it as a buyer, especially for the first time, can feel daunting. But fear not! This episode of Citrus Insights is here to equip you with valuable knowledge and actionable tips. Richard Harris sits down with James Hincks, co-founder and MD …
Feeling overwhelmed by finances as a busy mum? You’re not alone! This video is for all the amazing mums out there who juggle a million things. We know finances can easily get pushed aside, but financial adviser Karen Gorbutt from Citrus Financial explains why talking to an adviser can be a game-changer. Here’s what you’ll …
Feeling overwhelmed by finances as a busy mum? You’re not alone! 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
