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Watch Out for This New Amazon Prime Email Scam

If you’re an Amazon Prime subscriber, you’re probably used to the annual charge for your membership. But now fraudsters are exploiting this familiarity with a new scam designed to trick you into...

5 Money Mistakes Couples Make — and How to Avoid Them

Talking about money might not be your idea of romance, but it’s one of the best things you can do for your relationship. As someone who’s spent over two decades helping people with their finances...

Jenny Brockman Becomes a Financial Adviser

We’re delighted to announce that Jenny Brockman has now become a Financial Adviser at Citrus Financial. Welcome To The Advice Team Jenny successfully completed the financial advice qualification...

July Economic Update: Download the Latest Economic Review

As interest rates hold steady and economic signals continue to shift, our July 2025 Economic Review offers a balanced summary of the key developments from June. Helping you stay informed in a...

Money Saving Hacks: Stay Cool Without Breaking the Bank with David Braithwaite

This week, Money Mentor David Braithwaite shares practical tips to stay cool without cranking up your energy bills this summer. From affordable fan tricks to creating your own DIY air conditioning...

Meet the Team: Karen Gorbutt

Friendly, patient and down-to-earth, Karen Gorbutt puts clients at ease with her caring, no-pressure approach. She takes time to listen and explain things clearly, helping people feel more confident...

Scam Watch: How to Stay One Step Ahead of Online Fraudsters

At Citrus Financial, protecting our clients’ financial wellbeing means more than just good advice. It also means keeping you informed and safe from evolving cyber threats. A recent article in...

Citrus Financial Joins the Fun at Chipstead FC Presentation Day!

The Citrus Financial team had a fantastic time supporting Chipstead FC at their annual Presentation Day on Saturday 14th June, and what a day it was! Kicking things off bright and early at 8:00am, we...

Money Saving Hacks: The Benefits of Buying Secondhand with David Braithwaite

In this week’s Money Mentor episode, David Braithwaite takes us through the savvy world of buying secondhand, with a special focus on how it can help save money when going through major life changes...

June Economic Update: Download the Latest Economic Review

Stay Informed: Download Our Latest Economic Review DOWNLOAD HERE As the UK economy continues to balance growth, inflation, and interest rate uncertainty, our June 2025 Economic Review provides a clear...

How to Save Big on Car Insurance: Tips from Money Mentor David Braithwaite

Car insurance can feel like an unavoidable expense, but did you know that shopping around could save you hundreds? In this week’s episode of The Money Mentor, David Braithwaite shares practical advice...

May Property Insights: Download the Latest Residential Property Review

DOWNLOAD HERE May Property Update: Download the Latest Residential Property Review As the property market adjusts to changing tax rules, interest rates, and buyer sentiment, our May 2025 Residential...

Meet the Team: Nicky Kirton

We would like to introduce you to Nicky Kirton, our Mortgage and Protection Adviser. With a financial services career spanning over 30 years, Nicky combines deep technical knowledge with a genuine...

“Hi Mum” – The WhatsApp Scam That’s Catching People Out

At Citrus Financial, we pride ourselves on looking after our clients’ financial wellbeing. That includes keeping you informed about potential scams. We recently learned that someone known to us was...

Why Saving is So Hard & What You Can Do About It | Money Mentor with David Braithwaite

Saving money has become increasingly difficult for many, especially with the ongoing rise in living costs. In this episode of The Money Mentor, David Braithwaite, Money Mentor, addresses the real...

We’ve Updated Our Client Feedback Process – Here’s Why It Matters

At Citrus Financial, your feedback has always been at the heart of the service we provide. It helps us understand what we’re doing well, and where we can do even better. Until now, we’ve used a...

May Economic Update: Download the Latest Economic Review

DOWNLOAD HERE Stay Informed: Download Our Latest Economic Review The UK economy is navigating a complex landscape of falling inflation, rising household costs, and shifting business confidence. Our...

Good News for Homebuyers: Lending Rules Are Easing

In March, the Financial Conduct Authority (FCA) issued a statement that could have major implications for the mortgage market, especially for first-time buyers and home movers. The FCA revealed that...

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