Historically, most people had a set retirement date. Why is that? It’s probably because that’s what their employer set as a retirement date. But why then? Why retire when someone else says so? More importantly why retire at all? A wise man once said, we only retire from what [...]
An update from Citrus Financial Management Ltd regarding the Coronavirus/COVID19 and how we are adapting as news develops.
Over recent weeks a feeling of doom and panic has been evidenced throughout the globe. Queues in supermarkets, empty shelves and a run on “essential items” have all lead to a feeling of doom. Similarly, investment markets have suffered volatility not seen since the global financial crisis of 2008. [...]
We are now working from home and we are still available to help you with your queries. Please feel free to call us on 01732 834 834 or if you prefer email advice@citrusfinancial.co.uk and we will be happy to assist you. We are continuing to meet with our clients [...]
An update from Citrus Financial Management Ltd regarding the Coronavirus/COVID19 and how we are adapting as news develops.
A short update from David Braithwaite as to our actions taken in light if the Corona virus as at 16th March 2020.
As 2020 is now well under way, many of us will be looking to this year as the year that we put our finances in order. The starting point is being honest on what and how we spend our money. Whilst household and utility bills along with mortgage or rent [...]
Not many of you will know, but Christmas for me personally has always been a more difficult and thoughtful time of the year, because on 18th December 2005 I lost my sister to breast cancer. I know a great many of you have also lost a loved one too [...]
With much of our lives now being conducted online and through Social Media the scope for fraudsters and scammers to target us is an ever-increasing threat. Often, scammers will contact you out of the blue. This can be through, phone call, email, text or social media. They will also [...]
Our relationship with paying for things has changed significantly in a relatively short period of time. Here in the UK the Bank of England was established in 1694 and just 23 years later the first form of cheques were introduced. It wasn’t until 1965 that the first cheque guarantee [...]
