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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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
We’re delighted to welcome Phoebe Mills to the Citrus Financial team! Bringing Experience and Expertise Phoebe joins us as a Technical Administrator, bringing over four years of experience in the...
David Parker retires: A fond farewell to a much loved and respected colleague. At Citrus Financial, we believe in celebrating the people who make our team so special, and today, we say goodbye to one...