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Citrus Financial’s Monthly Economic Review – September Highlights

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 September. Our monthly newsletter offers insights...

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

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...

Could Your Family Cope Without Your Income? Why Income Protection is Essential

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...

Passing your pension to the next generation

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...

Smart Spending: How to Avoid Emotional Triggers and Budget Wisely

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...

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

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...

Citrus Financial Prepares for the Money Marketing Awards 2024

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...

Citrus Financial’s Monthly Economic Review – August Highlights

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...

Student Safety: How to Avoid Job Scams, Rental Fraud, and Investment Traps

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 Savings: Insulation Tips and Pension Credit Eligibility

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...

Your ‘mortgage-ready’ summer checklist

Summer is here, the days are at their longest and your property dreams may be closer than you think! Whether you’re hoping to move up, down or onto the ladder, with a little preparation, you can be...

Your financial future – is it time to prioritise your pension?

After a long, bleak winter and a rainy spring, summer not only brings hope of sunnier days but also hope of a better financial future. With inflationary pressures receding and the economy showing...

Introducing our new social media and local advertising campaign: A refreshing approach to customer service

At Citrus Financial, we understand the frustrations that come with disappointing customer service. Whether it’s being stuck in an endless phone queue, being left on hold, unable to speak to a...

Citrus Financial’s Monthly Economic Review – July Highlights

Our latest Economic Review magazine is available now. Explore the key financial updates from July in our August Economic Review. This edition covers the latest economic developments that could shape...

Home valuation requests hit a record high at the start of the year

Was your new year’s resolution to move home in 2024? That seems to be the case for many homeowners in the UK, as there were a record number of requests for in-person property valuations in January*...

Nurturing Future Financial Experts: Harry’s Work Experience at Citrus Financial

Last week, we had the pleasure of welcoming Harry, a Year 10 student from Tunbridge Wells Grammar School for Boys, to Citrus Financial for his work experience. We set Harry a challenging project: to...

Your Retirement Strategy

How’s your retirement plan coming along? In order to secure financial stability and peace of mind when you stop working, whether you’re nearing retirement, or you still have many years of your...

Do you need to reassess your life insurance?

When was the last time you reviewed your life insurance policy? It might not be easy to think about what will happen when you’re gone, but it is important to make sure your cover is still relevant for...

Why is the cost of home insurance rising?

Home owners and insurers a like are feeling the impact of the winter storms, as the average home insurance premium increased by 4% in the final quarter of 2023*. A stormy winter The last three months...

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