Author name: CitrusFinancial

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. …

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

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 …

Passing your pension to the next generation 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 …

Citrus Financial Sponsors ‘Plot to Plate’ Award at the Westerham Horticultural Society Autumn Show Read More »

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 »