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January Residential Property Review newsletter – available now!

Our latest Residential Property Review magazine is available now. The decision from many mortgage lenders to reduce rates seems to have had the desired effect, as buyer interest has noticeably...

Monthly Economic Review newsletter – available now!

Our latest Economic Review magazine is available now. This month’s Economic Review includes: On 13 December, the Bank of England’s Monetary Policy Committee (MPC) voted by a six to three majority to...

December Residential Property Review newsletter – available now!

Our latest Residential Property Review magazine is available now. According to Zoopla, sellers accepted an average discount of £18,000 on their property sale in November 2023 – the highest average...

Investors – what does the Dividend Allowance cut mean for you?

With the government on a mission to raise more income from taxes, understanding the full impact of fiscal changes on investments has arguably never been so critical. One area that has been subject to...

Pension boost following removal of lifetime allowance

A recent survey* has revealed the dramatic impact that Chancellor Jeremy Hunt’s decision to scrap the pension Lifetime Allowance (LTA), made several months ago, is having on people’s retirement...

Is it time to remortgage?

Remortgaging means changing your existing mortgage to a new deal, either with a new lender or the same one. With every penny being crucial, switching to a new deal could save you a considerable...

Thank you to everyone who donated a board game

We would like to say a huge thank you on behalf of Citrus Financial and Friends for Families, for all the amazing board games we received! We have been inundated. We know that it’s tough for...

Thank you Chipstead FC!

We were delighted to have two VIP guests in our office on Monday evening. Two superstars from the Chipstead U10 girls team brought a mountain of board games with them. The games were generously...

Listen Now: David Braithwaite, The Money Mentor, Demystifies Energy Bills on BBC Radio Kent

Join David Braithwaite, The Money Mentor, every Monday morning on BBC Radio Kent’s Dominic King Show. Listen here Tune in to BBC Radio Kent as financial adviser David Braithwaite, also known as...

Citrus Financial welcomes Jennifer Brockman

Citrus Financial is pleased to announce the appointment of Jennifer Brockman who is working her way to become a Financial Adviser. Jennifer already has more than seven years’ experience of the...

Investing to achieve your long-term financial goals

After more than a decade of putting up with low returns on cash savings, the substantial increase in rates over the past two years has been welcomed by savers, but it’s important not to rely too...

Protection is for the tough times

It can be tempting to cancel your protection when times are tough and you’re tightening the purse strings. But removing the vital support that protection cover offers might not be the wisest move...

Between the lines – November 2023

All investors use insights, trends, and data from across the globe to help them make decisions. Between the lines is an easy way for you to understand how a current topic might be impacting markets...

Listen Now: David Braithwaite, The Money Mentor, Shares Tips on Saving Money for Christmas

Join David Braithwaite, The Money Mentor, every Monday morning on BBC Radio Kent’s Dominic King Show. Listen here Join financial adviser David Braithwaite, popularly known as ‘The Money...

Listen Now: David Braithwaite, The Money Mentor, Discusses Financial Scams on BBC Radio Kent

Join David Braithwaite, The Money Mentor, every Monday morning on BBC Radio Kent’s Dominic King Show. Listen here In this week’s episode of the Dominic King Show on BBC Radio Kent, join...

15 minutes with… David Braithwaite

BBC Radio Kent’s Steve Ladner spends 15 minutes in the company of David Braithwaite. Listen here Join Steve Ladner as he interviews David Braithwaite. In a fun 15 minutes we hear about David’s love of...

We’ve received our first donations!

We’re delighted to have received our first donations towards our Board Games for a Brighter Christmas campaign. We’re working with Friends for Families, a local charity that helps families...

October Residential Property Review newsletter – available now!

Our latest Residential Property Review magazine is available now. The Royal Institution of Chartered Surveyors (RICS) latest UK Residential Survey shows demand, sales, instructions, and prices remain...

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