The Chancellor’s speech only ever tells part of the story. The real details, things that could genuinely affect your finances,  sit in the documents published afterwards. Our full Budget Summary...

Each year we support Friends for Families, a wonderful local charity helping families in the Sevenoaks area who are facing real financial hardship. When Children’s Services identify a family needing...

We’re delighted to share that Citrus Financial has received three significant pieces of recognition across the profession. Celebrating both the strength of our team and the contribution we make to...

Experienced, meticulous and quietly confident, Mark Burroughs is a highly valued member of the Citrus Financial team. With over 25 years’ experience in financial services, including a fast-paced...

We’re delighted to announce that Citrus Financial has been shortlisted for ‘Adviser Firm of the Year – South East’ at the 2026 Professional Adviser Awards. This is the second consecutive...

We’re delighted to announce that David Braithwaite has been shortlisted for the ‘Champion of Advice Award’ at the 2026 Professional Adviser Awards, taking place in March. 2026 Professional...

Citrus Financial has been selected for the Citywire New Model Adviser (NMA) Top 100 firms for 2025. It’s our second year in a row in the list, and something we’re incredibly proud of. Citywire...

According to Barclays’ latest UK Investment Gap report* (September 2025), people in Britain are sitting on more than £600 billion in cash that could be invested. That’s money beyond six months’...

Calm, practical and quietly determined, Jenny Brockman brings a thoughtful and down-to-earth approach to financial planning. After gaining her financial advice qualifications in 2021, she joined...

Two months ago, the Bank of England cut its base rate from 4.25% to 4.0%, following an earlier reduction in May. Many homeowners hoped that would mark the start of a calmer, more predictable period...

For many families, helping a young person learn to drive is a milestone moment, and often an expensive one. But with driving test waiting times across Great Britain stretching to around 22 weeks (and...

Most of us don’t expect serious illness to touch our lives. Especially while we’re in the thick of family life, juggling school runs, work and everything in between. But over the years, I’ve supported...

With the autumn budget just weeks away, Money Mentor David Braithwaite joined BBC Radio Kent to unpack the biggest financial rumours currently making headlines. From potential changes to pension tax...

We’d like to say a huge thank you to everyone who joined us for our recent Inheritance Tax event at Westerham Golf Club. It was the first of this kind for us and we’re delighted it’s...

With colder weather on the way and energy prices creeping up again, Money Mentor David Braithwaite shares practical, money-saving tips to help you keep your home warm without overspending. In this...

We’ve been absolutely delighted by the response to our upcoming Inheritance Tax Trap event. Within just a short time, we reached full capacity of 100 attendees, This is far beyond our expectations. A...

In uncertain times, it’s tempting to delay financial decisions. But with inflation rising again, the UK facing its highest tax burden in decades, and more tax hikes expected in the Autumn Statement...

Online fraud is becoming increasingly sophisticated, and a recent attempt targeting Citrus Financial shows just how convincing these scams can be. Salary diversion fraud, also known as payroll...