With the London Marathon now just a few weeks away, many of you will know that our own Jenny Brockman is in the final stretch of her training. And it’s safe to say, it’s getting real. Long runs, early mornings… and a lot of determination Jenny’s now up to around 26km in her training, with […]
Jenny’s Marathon Journey: Nearly There… Read More »
We’re seeing increasing reports of a new type of scam, one that doesn’t always look like a scam at first. Often, it starts with a simple message, a shared interest, or a friendly conversation online. But over time, it can develop into something far more serious. What is “friendship fraud”? Recent reporting from The Guardian
Fraud Alert: The Rise of “Friendship Fraud” Read More »
Behind every client communication, article, video and event at Citrus is Simon Cockfield. As Marketing Manager, Simon helps make sure clients feel informed, reassured and clear about what’s happening… with as little jargon as possible. We sat down with Simon to talk about his career, what happens behind the scenes, and why good communication matters
Getting to Know… Simon Cockfield Read More »
We’re delighted to share that Citrus Financial has been named Adviser Firm of the Year – South East 2026 at the Professional Adviser Awards. It’s a proud moment for the whole team and recognition of the way we work together to support our clients. What the judges said The judges praised several areas that sit
Citrus Financial Named Adviser Firm of the Year – South East 2026 Read More »
As we approach the end of the tax year, most conversations focus on pensions and ISAs for ourselves. But there’s one allowance many families overlook, and once 5th April passes, you can’t get it back. The Junior ISA Each child can have up to £9,000 invested every tax year. Parents, grandparents and even friends can
Before 5th April: One Gift Your Future 18-Year-Old Will Thank You For Read More »
A great first step into a career in financial services Citrus Financial is looking for a friendly, confident and enthusiastic Client Services Administrator to join our team near Sevenoaks. This role sits right at the heart of our office. You’ll often be the first person our clients speak to, whether that’s welcoming them into the
Start a Career in Financial Services – Client Services Administrator Read More »
Join a growing advice firm where you can focus on clients, not paperwork. We are looking for an experienced Mortgage & Protection Adviser to join our team near Sevenoaks. Unlike many roles in the mortgage market, this is a fully employed position, offering stability, quality leads and full administrative support. Allowing you to spend your
Mortgage & Protection Adviser (Employed) – Sevenoaks Read More »
Global markets have reacted this week as the conflict in the Middle East continues to intensify. Geopolitical events like this can create uncertainty for investors, particularly when markets move quickly and headlines feel unsettling. While the situation is still evolving, it can help to step back and focus on the broader investment principles that tend
Middle East conflict: market reaction and what investors should remember Read More »
As the end of the tax year approaches, it’s a good time to pause and check whether you’ve made the most of the allowances available to you. Miss them, and in many cases they’re gone for good. The tax year ends on 5 April, and while that date comes around every year, many people still
The tax year end: a simple checklist before 5 April Read More »
For many parents and grandparents, a Junior ISA feels like a brilliant idea in theory, but slightly nerve-wracking in practice. The tax advantages are clear. The long-term growth potential is powerful. The ability for family members to contribute is helpful. But then comes the big question: What happens when they turn 18? Will the money
Are 18-Year-Olds Really Spending Their Junior ISA the Minute They Get It? Read More »
