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We are incredibly proud to announce that we’ve been included in the Citywire New Model Adviser Top 100 for 2024. This prestigious list celebrates the very best of the UK’s financial advice community. his accolade recognises firms that demonstrate...
Please find blow a link to our summary of the Autumn Budget delivered by the Chancellor, Rachel Reeves, on Wednesday 30 October. VIEW OR DOWNLOAD HERE In presenting Labour’s widely anticipated first...
As the cost of living crisis continues to impact families across the country, this Christmas is set to be especially difficult for children in our community. Despite being generally considered as a...
As more of us turn to online banking and digital tools to manage our finances, the risk of falling victim to financial scams has never been greater. Scammers are becoming increasingly sophisticated in...
Our latest Residential Property Review magazine is available now. As the property market continues to evolve, it’s essential to stay informed about the latest trends and developments. Our Residential...
Nearly one in ten adults are termed ‘magpie’ investors. According to recent research*, these individuals invest in luxury items in the hope of seeing an increase in value and attractive returns. The...
It might not be the most exciting thing to think about when looking for a new home but regulations for newly built homes can certainly make a big difference to buyers. Yet, with so many different...
On this week’s episode of Money Mentor on BBC Radio Kent, David Braithwaite explores the empowering concept of financial freedom. Whether you prefer a hands-on approach or leaving it to the experts...
n the latest episode of Money Mentor on BBC Radio Kent, David Braithwaite embraces his new nickname: the “Indiana Jones of Finance.” With humor and practical wisdom, David discusses the thrill of...
Our latest Economic Review magazine is available now. Stay ahead of the latest economic trends with our October Economic Review, which takes a detailed look at the major financial developments from...
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...
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...
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...
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...
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...
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...
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...
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...
Winter may be a few months away, but now is the perfect time to prepare your home and finances. Recently, on BBC Radio Kent, David Braithwaite shared advice on how to cut energy costs and check your...