All the latest news from Citrus Financial

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Citrus Financial welcomes Elian Lawrence

Citrus Financial is delighted to announce that Elian Lawrence has joined our team of financial advisers. She brings a wealth of knowledge with her and has very generously allowed us to mention that she has over 37 year’s experience of working...

Webinar: Spring Budget Breakdown & Tax Year-End Tips

Join us for a FREE webinar on Thursday, March 14th at 12 PM to uncover the secrets of the 2024 Spring Budget and maximize your tax savings before April 5th. Join our webinar Join our webinar hosted by...

A tax year end action plan

What action do you need to take before 5 April 2024? This year again, it’s crucial to think about how external factors, such as inflation and reduced or frozen allowances, could impact your finances...

Listen Now: Citrus Financial’s Richard Harris on BBC Radio Kent’s Daily News Quiz

Listen in to hear how Richard Harris, Citrus Financial’s COO, got on when he took part in BBC Radio Kent’s Daily News Quiz. Listen here If you have a spare 4 minutes, why not listen in to...

Power up your pension in 2024

Did you know that you can make one-off pension payments at any time? In fact, people are encouraged to do so with tax incentives offered by the government. If you have accumulated extra money from a...

Listen Now: David Braithwaite, The Money Mentor, Discusses How To Cut The Cost Of Watching TV

Join David Braithwaite, The Money Mentor, every Monday afternoon on BBC Radio Kent’s Dominic King Show. Listen here Tune in to BBC Radio Kent as financial adviser David Braithwaite, also known...

Listen Now: David Braithwaite, The Money Mentor, Investigates The Cost Of Car Insurance

Join David Braithwaite, The Money Mentor, every Monday afternoon on BBC Radio Kent’s Dominic King Show. Listen here Tune in to BBC Radio Kent as ‘The Money Mentor’, financial adviser...

Should I overpay my mortgage?

As a mortgage holder with some extra disposable income, the prospect of paying it off sooner can be appealing. But if you do want to overpay your mortgage, it’s important to check your lender’s terms...

Listen Now: David Braithwaite, The Money Mentor, Discusses Credit Cards

Join David Braithwaite, The Money Mentor, every Monday afternoon on BBC Radio Kent’s Dominic King Show. Listen here Tune in to BBC Radio Kent ‘The Money Mentor’, financial adviser...

Citrus Financial welcomes Chloe Little

Citrus Financial is pleased to announce the permanent appointment of Chloe Little as a Client Services Administrator. If you’ve visited our office recently, you’re sure to recognise Chloe...

Paying a mortgage in retirement

Much ink is spilled discussing the difficulties that young people face to get onto the housing ladder. At the other end of the spectrum, a growing number of people now expect to be paying their...

It’s good to talk

A pandemic closely followed by a cost-of-living crisis has undoubtedly created a challenging financial backdrop for us all, potentially heightening money-related anxiety. At times like these, it’s...

Time for a midlife (financial) MOT?

In the grand scheme of life, your 40s and 50s can be a unique and pivotal period. It’s when you’ve accumulated a wealth of experience, both personally and professionally, but it’s...

Quilter Investors Global Outlook 2024

2023 saw global equity markets shrug off inflation, a cost-of-living crisis, interest-rate hikes, and rising geopolitical tensions to deliver double-digit returns, while bond markets also delivered...

January Residential Property Review newsletter – available now!

Our latest Residential Property Review magazine is available now. The decision from many mortgage lenders to reduce rates seems to have had the desired effect, as buyer interest has noticeably...

Monthly Economic Review newsletter – available now!

Our latest Economic Review magazine is available now. This month’s Economic Review includes: On 13 December, the Bank of England’s Monetary Policy Committee (MPC) voted by a six to three majority to...

December Residential Property Review newsletter – available now!

Our latest Residential Property Review magazine is available now. According to Zoopla, sellers accepted an average discount of £18,000 on their property sale in November 2023 – the highest average...

Investors – what does the Dividend Allowance cut mean for you?

With the government on a mission to raise more income from taxes, understanding the full impact of fiscal changes on investments has arguably never been so critical. One area that has been subject to...

Pension boost following removal of lifetime allowance

A recent survey* has revealed the dramatic impact that Chancellor Jeremy Hunt’s decision to scrap the pension Lifetime Allowance (LTA), made several months ago, is having on people’s retirement...