News

We’re delighted to announce that Citrus Financial has been shortlisted for ‘Adviser Firm of the Year – South East’ at the 2026 Professional Adviser Awards. This is the second consecutive year we’ve been named a finalist, and we’re incredibly proud to be recognised again. 2026 Professional Adviser Awards The Adviser Firm of the Year category […]

We’re delighted to announce that David Braithwaite has been shortlisted for the ‘Champion of Advice Award’ at the 2026 Professional Adviser Awards, taking place in March. 2026 Professional Adviser Awards This recognition highlights individuals who help drive best practice across the financial planning profession. The category looks for an established practitioner who has: raised awareness

Citrus Financial has been selected for the Citywire New Model Adviser (NMA) Top 100 firms for 2025. It’s our second year in a row in the list, and something we’re incredibly proud of. Citywire New Model Adviser Top 100 Citywire’s Top 100 recognises firms that demonstrate strong professional standards and positive client outcomes. Survey responses

According to Barclays’ latest UK Investment Gap report* (September 2025), people in Britain are sitting on more than £600 billion in cash that could be invested. That’s money beyond six months’ income. Cash that isn’t being used to grow wealth or keep pace with inflation. Instead, it’s sitting in bank accounts, quietly losing value in

Calm, practical and quietly determined, Jenny Brockman brings a thoughtful and down-to-earth approach to financial planning. After gaining her financial advice qualifications in 2021, she joined Citrus in 2023 and now works closely with clients to help them make sense of their money and plan confidently for the future. She lives the full country life

Two months ago, the Bank of England cut its base rate from 4.25% to 4.0%, following an earlier reduction in May. Many homeowners hoped that would mark the start of a calmer, more predictable period for mortgage rates. But that hasn’t been the case. Instead, lenders have been changing rates at pace, with some products

For many families, helping a young person learn to drive is a milestone moment, and often an expensive one. But with driving test waiting times across Great Britain stretching to around 22 weeks (and up to 24 weeks in London), growing numbers of learners, and their families, are becoming targets for fraudsters promising a quicker

Most of us don’t expect serious illness to touch our lives. Especially while we’re in the thick of family life, juggling school runs, work and everything in between. But over the years, I’ve supported families through some of their hardest days, when illness turned life upside down with no warning. And I’ve seen, time and

With the autumn budget just weeks away, Money Mentor David Braithwaite joined BBC Radio Kent to unpack the biggest financial rumours currently making headlines. From potential changes to pension tax relief to the 25% tax-free lump sum and even how pensions could soon count towards inheritance tax. Listen here David explains what these possible shifts

We’d like to say a huge thank you to everyone who joined us for our recent Inheritance Tax event at Westerham Golf Club. It was the first of this kind for us and we’re delighted it’s proved to be a fantastic success. A Fantastic Turnout at Westerham Golf Club More than 80 guests attended to