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What is magpie investing?

Nearly one in ten adults are termed ‘magpie’ investors. According to recent research*, these individuals invest in luxury items in the hope of seeing an increase in value and attractive returns. The...

Buyers of new builds more protected than ever

It might not be the most exciting thing to think about when looking for a new home but regulations for newly built homes can certainly make a big difference to buyers. Yet, with so many different...

Financial Freedom: Making the Right Choices with David Braithwaite

On this week’s episode of Money Mentor on BBC Radio Kent, David Braithwaite explores the empowering concept of financial freedom. Whether you prefer a hands-on approach or leaving it to the experts...

The Indiana Jones of Finance: Hunting for Bargains with David Braithwaite

n the latest episode of Money Mentor on BBC Radio Kent, David Braithwaite embraces his new nickname: the “Indiana Jones of Finance.” With humor and practical wisdom, David discusses the thrill of...

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...

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...

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