All the latest news from Citrus Financial
NEWS
Join a growing advice firm where you can focus on clients, not paperwork. We are looking for an experienced Mortgage & Protection Adviser to join our team near Sevenoaks. Unlike many roles in the mortgage market, this is a fully employed...
Global markets have reacted this week as the conflict in the Middle East continues to intensify. Geopolitical events like this can create uncertainty for investors, particularly when markets move...
As the end of the tax year approaches, it’s a good time to pause and check whether you’ve made the most of the allowances available to you. Miss them, and in many cases they’re gone for good. The tax...
For many parents and grandparents, a Junior ISA feels like a brilliant idea in theory, but slightly nerve-wracking in practice. The tax advantages are clear. The long-term growth potential is...
Phoebe Mills joined Citrus Financial in January 2025, bringing more than four years’ experience in financial services. Having achieved her Diploma in Regulated Financial Planning in 2023, and...
We were delighted to welcome so many clients and guests to our Inheritance Tax Trap event at Salomons Estate. The turnout was fantastic, and we loved the level of engagement throughout the morning...
We’ve been absolutely delighted by the response to our upcoming Inheritance Tax event in Tunbridge Wells on Tuesday 3 February. The event has now reached full capacity, and all available places have...
You get home after a long journey and remember you still need to pay the Dart Charge for crossing the Dartford Crossing. A quick online search, a few taps on your phone, and the £3.50 payment is...
This year, Jenny Brockman, one of our advisers at Citrus Financial, is taking on a huge personal challenge… running the London Marathon. It will be Jenny’s first marathon, and training is...
Warm, experienced and endlessly approachable, Elian Lawrence is the kind of adviser clients stick with for life. With over 37 years in financial services, she brings deep expertise to every meeting...
The start of a new year often brings good intentions, eat better, declutter, get organised. But while many people think about sorting their finances, it’s easy to put off. Life’s busy, the cost of...
You receive a voicemail from your son or daughter. They sound panicked. They say they’ve been in an accident and urgently need money. You can hear the stress in their voice — and it really does sound...
Inheritance Tax (IHT) has long been one of the most contentious areas of financial planning. With frozen thresholds and rising property values, more families than ever are already being caught in the...
The Chancellor’s speech only ever tells part of the story. The real details, things that could genuinely affect your finances, sit in the documents published afterwards. Our full Budget Summary...
Each year we support Friends for Families, a wonderful local charity helping families in the Sevenoaks area who are facing real financial hardship. When Children’s Services identify a family needing...
We’re delighted to share that Citrus Financial has received three significant pieces of recognition across the profession. Celebrating both the strength of our team and the contribution we make to...
Experienced, meticulous and quietly confident, Mark Burroughs is a highly valued member of the Citrus Financial team. With over 25 years’ experience in financial services, including a fast-paced...
We’re delighted to announce that Citrus Financial has been shortlisted for ‘Adviser Firm of the Year – South East’ at the 2026 Professional Adviser Awards. This is the second consecutive...
We’re delighted to announce that David Braithwaite has been shortlisted for the ‘Champion of Advice Award’ at the 2026 Professional Adviser Awards, taking place in March. 2026 Professional...