All the latest news from Citrus Financial
NEWS
Kelly Dinelli has had a front-row seat to the growth of Citrus Financial, and played a huge part in making it happen. When she joined in 2012, there were just five people in the business and David was its only financial adviser. Today, as Operations...
It’s been a very good week for professional development at Citrus, with both Kate Morrish and Daniel Bell celebrating exam success. Kate has passed her R01 Financial Services, Regulation and Ethics...
How much will you actually need to retire comfortably? It sounds like a straightforward question. In reality, it can be surprisingly difficult to answer. You might have several pensions accumulated...
Inheritance Tax has rarely generated as many questions as it does today. Our recent Inheritance Tax events have proved extremely popular, and it’s easy to understand why. Changes to the way pensions...
Buying your first home is exciting, but knowing where to start can be difficult. This October, we’re bringing together a mortgage adviser, estate agent and property solicitor for a free evening...
Richard Harris will be a familiar face to many Citrus clients as the host of Citrus Bites, Mortgage Bites and Citrus Insights. But there’s plenty more to Richard than what you see on camera. From a...
Starting university is exciting. For parents, it can also feel like a big moment of adjustment. Your son or daughter may be leaving home, managing their own schedule, making new friends and, very...
Many prospective first-time buyers assume their deposit is too small or their income will not allow them to borrow enough. Nicky Kirton explains why it may be worth checking your position before...
Bank Rate is an important influence on mortgage pricing, but it is not the only one. Steve Ody explains why lenders can increase fixed mortgage rates even when the Bank of England decides to leave...
Scammers are becoming increasingly sophisticated in the way they promote fake investment opportunities. A recent article in The Guardian highlighted how fraudsters are creating false news stories that...
One of the questions we often ask new clients is, “How did you hear about Citrus Financial?” More often than not, the answer is wonderfully simple: “A friend recommended you.”...
With mortgage rates, living costs and the housing market difficult to predict, waiting can feel like the safest option. But when there is no perfect time to make a decision, being prepared may be more...
Lauren Fowler is our Client Services Manager and has worked in financial services since 2016. Having previously been part of the Citrus Financial team, we were delighted to welcome her back in 2021...
We’re delighted to share that Karen Gorbutt and Patricia Harris have both been shortlisted at the Women In Financial Advice Awards 2026. Karen has been shortlisted for Financial Adviser of the Year –...
You may have seen some alarming headlines this week about HMRC introducing a 22% charge on cash held inside stocks and shares ISAs. At first glance, that sounds like a major change to the tax-free...
As we head into the summer holiday season, we wanted to highlight a simple but costly scam that has been catching out tourists abroad. The scam usually happens during an everyday purchase. It could be...
Steve Ody joined Citrus Financial as a Mortgage and Protection Adviser, working alongside Nicky Kirton and Kate Morrish in our growing mortgage and protection team. Steve brings with him more than 30...
Mortgages are rarely out of the headlines, but right now the market feels particularly unsettled. Many people started the year expecting interest rates to fall further. That would have been welcome...
Thank you to everyone who joined us for The Pension Reality Check at Squerryes Winery Restaurant. It was a fantastic evening and a real pleasure to welcome so many guests to such a beautiful venue...