You can now catch up on our 'Everything you need to know about buying your first home' webinar. The video guides you through the home buying experience while helping to calm some of the nerves you may have. With the help of our panel of local experts – which [...]
Buying your first home is an exciting time, but it can be daunting. Our free webinar is intended to guide you through the home buying experience while helping to calm some of the nerves you may have. We’ll take you through the complete process, step-by-step, in the space of [...]
Our latest monthly client magazine is available to download now We're pleased to make our latest client magazine available to download. Economic Review of March This month's Economic Review magazine covers a variety of topics including: Bank rate raised again OBR downgrades growth forecast Unemployment [...]
Met Office data shows that April is the month with the most rain showers on average1. It’s due to jet stream movement, pressure systems, and many other variables all interacting - ‘Chaos Theory’ at work2. This makes it very difficult to predict exactly where and when showers will occur, and [...]
Have you made sure your family is protected from the unexpected? If the past few years have taught us anything, it’s that we never know what’s around the corner. That’s why now could be the perfect time to reconsider your protection needs. If you don’t [...]
Our Spring Budget Statement summary magazine is available to download now Spring Budget Statement Summary We're pleased to make our Spring Budget Statement summary magazine available to download. The Spring Statement was not meant to be a March mini-Budget, despite what many headlines in the [...]
“Cash is like oxygen – you want to be sure it’s around, but you don’t need to have excessive amounts of it around” – Warren Buffet. So how much cash should we hold? A couple holding cash ISAs may be missing out on £15,368 of [...]
Our latest quarterly client magazines are available to download now We're pleased to make our latest client magazines available to download. Essentially Wealth Magazine This quarter's Essentially Wealth magazine covers a variety of topics including: Resolve to prep your pension with confidence Goodbye greenwashing? Climate [...]
Managing Director of Citrus Financial, David Braithwaite, presents a cheque to Hospice in the Weald Our Managing Director, David Braithwaite was delighted to award a grant of $4,000 (approx £3,000) to Hospice in the Weald on behalf of the MDRT Foundation. Hospice in the Weald, [...]
Free webinar: Making sure you don't miss out on valuable tax allowances Each year the government provides valuable tax allowances and reliefs to help you reduce the amount of tax you pay. With the cost of living rising, and most of these allowances expected to [...]
