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Teaching Children the Power of Financial Knowledge with David Braithwaite

As adults, many of us have learned about money the hard way—through debt, overcharging by banks, and mishandled loans. But how can we ensure our children and grandchildren avoid these pitfalls and...

Board Games for a Brighter Christmas – Citrus Financial’s 2024 Christmas Appeal

As the cost of living crisis continues to impact families across the country, this Christmas is set to be especially difficult for children in our community. Despite being generally considered as a...

Stay Alert: The Importance of Protecting Yourself from Financial Scams

As more of us turn to online banking and digital tools to manage our finances, the risk of falling victim to financial scams has never been greater. Scammers are becoming increasingly sophisticated in...

The Subscription Trap: How to Avoid Overspending with David Braithwaite

Subscription services are everywhere these days – gym memberships, streaming platforms, meal kits, and more. While they seem like an affordable way to access services, they can quickly add up if...

Stay Updated with Our October Residential Property Review

Our latest Residential Property Review magazine is available now. As the property market continues to evolve, it’s essential to stay informed about the latest trends and developments. Our Residential...

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...

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