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You receive a voicemail from your son or daughter. They sound panicked. They say they’ve been in an accident and urgently need money. You can hear the stress in their voice — and it really does sound like them. But it may not be. According to a recent report by The Guardian, criminals are now […]

Inheritance Tax (IHT) has long been one of the most contentious areas of financial planning. With frozen thresholds and rising property values, more families than ever are already being caught in the IHT net. And from April 2027, things are set to get even more complex. As announced in the October 2024 Budget, pensions are

The Chancellor’s speech only ever tells part of the story. The real details, things that could genuinely affect your finances,  sit in the documents published afterwards. Our full Budget Summary provided by Quilter, is now ready and free to download. It’s been produced once the dust has settled, giving you a clearer picture of what

Each year we support Friends for Families, a wonderful local charity helping families in the Sevenoaks area who are facing real financial hardship. When Children’s Services identify a family needing support that can’t be provided elsewhere, Friends for Families step in with practical, immediate help. In previous years, we’ve collected new board games to make

We’re delighted to share that Citrus Financial has received three significant pieces of recognition across the profession. Celebrating both the strength of our team and the contribution we make to clients, our local communities, and the wider financial planning industry. Named in the Citywire New Model Adviser Top 100 firms for 2025 To start, Citrus

Experienced, meticulous and quietly confident, Mark Burroughs is a highly valued member of the Citrus Financial team. With over 25 years’ experience in financial services, including a fast-paced career in currency trading, Mark brings deep technical knowledge and a calm, pragmatic approach to financial planning. He joined Citrus in 2022 and loves helping clients plan

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