All the latest news from Citrus Financial

NEWS

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 your financial decisions. Our April 2025 Economic...

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...

The Pitfalls of Lending Money to Family and Friends: What You Need to Know

In this episode of The Money Mentor, David Braithwaite dives into the delicate topic of lending money to loved ones. Whether you’re borrowing or lending, money can complicate relationships...

Client Services Support – Join Our Team at Citrus Financial

Location: Near Sevenoaks, KentSalary: £26,000 – £30,000 (dependent on experience) + yearly incentive schemeHybrid working available (minimum four days per week in the office after...

Don’t Miss Out – Use Your Tax Allowances Before 5th April!

The 2024/25 tax year-end deadline is fast approaching on 5th April, which means time is running out to take advantage of the valuable allowances and tax-efficient opportunities available to you...

Maximizing Loyalty Cards: Are They Really Worth It?

Loyalty cards have become a ubiquitous part of our shopping habits, but do they really offer value? In this week’s Money Mentor episode, David Braithwaite explores the world of loyalty programs and...

Stay Ahead of the Economy: Download Our Latest Economic Review

DOWNLOAD HERE Stay Informed: Download Our Latest Economic Review With interest rates falling, inflation rising, and economic growth remaining uncertain, keeping up to date with financial trends is...

Boost Your Property Knowledge: Download Our Latest Residential Property Review

DOWNLOAD HERE Boost Your Property Knowledge: Download Our Latest Residential Property Review The UK housing market is buzzing with activity, and our latest Residential Property Review – February 2025...

5 Ways Grandparents Can Make the Most of Tax Year-End for Their Family

The tax year-end deadline on 5th April is fast approaching, which means there’s still time for grandparents to make a meaningful financial difference to their children and grandchildren. Whether it’s...

Money Hacks in 3 Minutes: Simple Tips to Save Big with David Braithwaite

If you’re looking to stretch your budget, David Braithwaite, Money Mentor, has you covered with a series of quick money-saving hacks that could save you hundreds of pounds a year. In this week’s...

5 Things to Do Before the End of the Tax Year

With the end of the tax year fast approaching, now’s the perfect time to check in on your finances and make sure you’re making the most of your allowances. Here are five simple but important things to...

Free Half-Term Activities: Fun Ideas for Families on a Budget

Half-term is here, and if you’re looking for fun ways to keep your kids entertained without breaking the bank, David Braithwaite, Money Mentor, has got you covered. In this episode, David shares a...

Stay Informed: Download Our Latest Economic Review

DOWNLOAD HERE Stay Informed: Download Our Latest Economic Review The UK economy is facing shifting conditions, and our latest Economic Review – February 2025 is here to provide you with key insights...

The Price of Love: How to Celebrate Valentine’s Day Without Breaking the Bank

Valentine’s Day is often seen as the ultimate opportunity to show love and appreciation, but it can also come with a hefty price tag. In this week’s episode, David Braithwaite, Money Mentor, offers...

How to Find Your Lost Pensions and Claim Your Money: Tips from David Braithwaite, Money Mentor

Did you know that there are billions of pounds in lost pensions across the UK? In this week’s episode, David Braithwaite, Money Mentor, shares expert advice on how to track down pension pots from...

Stay in the loop

SUBSCRIBE TO OUR MONTHLY NEWSLETTER