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May Property Insights: Download the Latest Residential Property Review

DOWNLOAD HERE May Property Update: Download the Latest Residential Property Review As the property market adjusts to changing tax rules, interest rates, and buyer sentiment, our May 2025 Residential Property Review offers timely insight to help you...

Meet the Team: Nicky Kirton

We would like to introduce you to Nicky Kirton, our Mortgage and Protection Adviser. With a financial services career spanning over 30 years, Nicky combines deep technical knowledge with a genuine...

Join our team – Technical Administrator

We are looking for a highly motivated and experienced Technical Administrator, with a Level 4 Diploma in Financial Planning, to join our Sevenoaks team.  In this role, you will provide vital support...

“Hi Mum” – The WhatsApp Scam That’s Catching People Out

At Citrus Financial, we pride ourselves on looking after our clients’ financial wellbeing. That includes keeping you informed about potential scams. We recently learned that someone known to us was...

We’ve Updated Our Client Feedback Process – Here’s Why It Matters

At Citrus Financial, your feedback has always been at the heart of the service we provide. It helps us understand what we’re doing well, and where we can do even better. Until now, we’ve used a...

May Economic Update: Download the Latest Economic Review

DOWNLOAD HERE Stay Informed: Download Our Latest Economic Review The UK economy is navigating a complex landscape of falling inflation, rising household costs, and shifting business confidence. Our...

Good News for Homebuyers: Lending Rules Are Easing

In March, the Financial Conduct Authority (FCA) issued a statement that could have major implications for the mortgage market, especially for first-time buyers and home movers. The FCA revealed that...

April Property Update: Download the Latest Residential Property Review

DOWNLOAD HERE March Property Update: Download the Latest Residential Property Review The UK housing market continues to shift, with affordability pressures, regional differences, and tax changes...

Money-Saving Hacks for Your Home: Simple Tips to Cut Costs

Looking for easy ways to save money around the house? In this week’s episode of The Money Mentor, David Braithwaite shares a collection of practical money-saving hacks to help you cut costs without...

How Much Will You Actually Need to Retire? (And Are You on Track?)

How much money will you need in retirement? It sounds like a simple question but for many people, the answer is anything but clear. In fact, a 2023 study by Scottish Widows* found that only one in...

Easter Eggs & Budget Brands: Can You Save by Switching?

This Easter, David Braithwaite, Money Mentor, is on a mission to help you save on your chocolate indulgences. In this episode, David conducts a taste test between well-known Easter egg brands and...

Can You Afford a Holiday This Year? Tips for a Budget-Friendly Break

Are you dreaming of a holiday but worried about the cost? In this week’s episode of The Money Mentor, David Braithwaite shares expert advice on how to plan an affordable getaway. While the cost of...

April Economic Update: Download the Latest Economic Review

DOWNLOAD HERE Stay Informed: Download Our Latest Economic Review Economic uncertainty continues to dominate the headlines – but understanding the latest trends can help you feel more in control of...

Avoiding Supermarket & Online Shopping Traps: Tips from David Braithwaite, Money Mentor

This week, David Braithwaite, Money Mentor, uncovers the clever techniques that supermarkets and online retailers use to get us to spend more. Whether it’s through store layout, pricing tricks, or...

Karen Gorbutt: From Financial Planning to Centre Stage

At Citrus Financial, we love discovering the hidden talents of our team, and our very own Karen Gorbutt has certainly impressed us with hers. Hidden Talents Alongside her role as a brilliant financial...

Are You Worried You’re Not Saving Enough for Retirement?

If you’re like many people, retirement planning sits somewhere between “I know I should think about it” and “I’ll get to it when life calms down.” But life rarely does calm down, does it? Whether...

Talking Money with Family: Why It’s Time to Break the Taboo

Money can be a tricky subject, especially when it comes to family. Many of us avoid talking about financial planning with our loved ones, often for fear of causing a conflict. In fact, 10% of wealthy...

Boost Your State Pension Before April 5th: How to Fill Gaps and Secure More Money for Retirement

In this week’s episode of The Money Mentor, David Braithwaite breaks down a critical opportunity for anyone approaching retirement: filling gaps in your state pension records before April 5th. If...

March Property Update: Download the Latest Residential Property Review

DOWNLOAD HERE March Property Update: Download the Latest Residential Property Review This month’s Residential Property Review – March 2025 is packed with key updates and insights for anyone interested...

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