Welcome to Citrus Bites, our monthly video covering the latest economic news for investors. This month, This month Richard Harris dives into the question on everyone’s mind: when will the Bank of England lower interest rates? While the latest economic data shows inflation is down (good news!), there are reasons to believe a rate cut …
Inflation has fallen. Is it enough for an interest rate cut? Read More »
https://youtu.be/kjr6J_B3BQM Welcome to Citrus Mortgage Bites, our monthly video covering all things mortgages. This month, Holly and Richard tackle a timely question, “Stick or Twist”: should you wait for interest rates to fall before moving home or remortgaging? Are you thinking about moving home or remortgaging but unsure if now is the right time with …
Citrus Mortgage Bites: Stick or Twist – Should You Wait for Rates to Drop? Read More »
Citrus Financial is thrilled to be shortlisted as a finalist for the ‘Small advice firm of the year’ at the prestigious Money Marketing Awards 2024! What a week! What a week! First, we have six team members nominated for the Women in Financial Advice Awards, and today we learnt that Citrus Financial has been shortlisted …
We’re finalists for the Money Marketing Awards 2024! Read More »
We’re thrilled to announce that these amazing members of the Citrus Financial team have all been nominated for the prestigious Professional Adviser Women in Financial Advice Awards 2024! Amazing achievement These awards celebrate the incredible achievements of women in the financial services industry, a sector where women are still under-represented. They’re all about recognizing the …
Nearly one in five parents and grandparents who helped a family member buy their first home used their own property wealth to do so, new research* has shown, raising concerns that some might be leaving themselves short. Families help out First-time buyers are increasingly relying on family members’ support to get on the housing ladder. …
Seek advice before making first-time buyer gifts Read More »
The start of a new financial year presents an opportune moment to assess your finances, particularly if recent life changes have come your way. Make sure to prioritise a review of your protection insurance at this time. Safeguard your future Tailoring your protection to meet your unique needs serves as a crucial safety net, offering …
Have you ever thought about the additional financial challenges faced by women? If not, a new report* has taken a closer look at the reasons that can and are preventing women from accumulating the same wealth as their male counterparts. It really does make interesting reading and highlights that (perhaps to be expected) having children …
Chipstead Under 10s girls, proudly sponsored by Citrus Financial, finished their home campaign in style with a resounding 14-2 victory against Tunbridge Wells. Here’s a review of their final home game. Sportsmanship and Fun Take Center Stage In a true display of sportsmanship, Chipstead loaned some players to Tunbridge Wells to ensure a fun and …
Chipstead Triumph in High-Scoring Final Home Game Read More »
https://youtu.be/hp4jNvQ16x4 Welcome to Citrus Bites, your monthly dose of financial insights from Citrus Financial. This month, Richard Harris provides his usual economic update and we’re joined by Gemma Woodward, Head of Responsible Investing at Quilter Cheviot, to discuss a topic increasingly important to investors: Responsible Investment (RI). Economic Update Richard dives into the key economic …
Citrus Bites: April 2024 – Responsible Investment Read More »
The ultimate retirement dream is actually very simple according to research*. Most respondents to a survey (94%), which questioned 2,000 respondents aged 50 and over on their aspirations for later life, answered that financial security for the rest of their life featured prominently. Other retirement aspirations included being able to maintain one’s desired lifestyle (94%), …
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