If you’re looking to stretch your budget, David Braithwaite, Money Mentor, has you covered with a series of quick money-saving hacks that could save you hundreds of pounds a year. In this week’s...

With the end of the tax year fast approaching, now’s the perfect time to check in on your finances and make sure you’re making the most of your allowances. Here are five simple but important things to...

Half-term is here, and if you’re looking for fun ways to keep your kids entertained without breaking the bank, David Braithwaite, Money Mentor, has got you covered. In this episode, David shares a...

DOWNLOAD HERE Stay Informed: Download Our Latest Economic Review The UK economy is facing shifting conditions, and our latest Economic Review – February 2025 is here to provide you with key insights...

Valentine’s Day is often seen as the ultimate opportunity to show love and appreciation, but it can also come with a hefty price tag. In this week’s episode, David Braithwaite, Money Mentor, offers...

Did you know that there are billions of pounds in lost pensions across the UK? In this week’s episode, David Braithwaite, Money Mentor, shares expert advice on how to track down pension pots from...

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...