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...

The arrival of post-Christmas credit card bills can be a stressful reminder of holiday spending, but David Braithwaite, Money Mentor, is here to help you take control of your finances. In this...

As we step into 2025, the ancient saying that ‘change is the only constant’ has never felt more relevant. With ongoing geopolitical shifts, rapid technological advancements, and evolving fiscal...

As a parent, juggling family life, work, and everything in between can make financial planning feel like just one more thing on your ever-growing ‘to do’ list. But spending just a little bit of time...

January can often feel like the gloomiest month of the year, but David Braithwaite, Money Mentor, is here to help you beat the “Blue Monday” blues. In this episode, he shares practical tips on how to...

January can be a tough month financially, with post-Christmas bills and the gloomy winter weather. But David Braithwaite, Money Mentor, is back with a challenge: how to make and save money in just one...

As we step into 2025, many of us are thinking about New Year’s resolutions—whether it’s to lose weight, get fit, or take on a new hobby. But what about our financial fitness? David Braithwaite, Money...

Many over-55s are returning to work or planning to ‘unretire’. Having additional income in retirement is a great idea, but it’s essential to consider the tax implications of this decision to avoid...

Citrus Financial team had the privilege of handing over 140+ wrapped presents to Anne Ralph and Claire Davison from the amazing local charity, Friends for Families. Thank you for your amazing...

This year’s ‘Board Games for a Brighter Christmas’ appeal has been a phenomenal success, and we have each of you to thank for your incredible generosity. Whether you’re one of our wonderful clients, a...

We are thrilled to announce that Citrus Financial has been shortlisted for the Adviser Firm of the Year – South East at the Professional Adviser Awards 2025. Being named alongside nine outstanding...

At Citrus Financial, our partnership with Chipstead Football Club has always been about more than just sponsorship. It’s about supporting a community that shares our values of kindness and generosity...

As parents, we want to give our children every advantage in life. From ensuring they have the best education to helping them navigate the complexities of growing up, we strive to prepare them for a...

Our latest Residential Property Review magazine is available now. Stay informed about the latest developments in the UK housing market with our Residential Property Review Newsletter for November...

At Citrus Financial, we’re proud to announce that we’ve been included in the Citywire New Model Adviser Top 100, a prestigious list celebrating the very best of the UK’s financial advice community...

Our latest Economic Review magazine is available now. Stay ahead of the latest economic trends with our November Economic Review, which takes a detailed look at the major financial developments from...

Please find blow a link to our summary of the Autumn Budget delivered by the Chancellor, Rachel Reeves, on Wednesday 30 October.  VIEW OR DOWNLOAD HERE In presenting Labour’s widely anticipated first...