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...

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...

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...

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...

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...

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 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...

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...

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...

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...

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...

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...

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’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...

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...

Join David Braithwaite every Wednesday afternoon, on BBC Radio Kent’s Money Matters. Listen here This week is all about Inheritance Tax (IHT). It’s something that will impact most of us...

Continued high inflation is prompting many people, particularly those over 50, to question whether paying for life insurance is money well spent. These findings* have sparked fears of vulnerabilities...

The current market conditions have left many investors feeling uncertain about whether now is a good time to invest. However, it’s important to remember that markets go up and down, and that...