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Chris Player is the newest member of our Client Services team, joining Citrus Financial as a Technical Administrator in May 2026. Chris brings a slightly unusual background to the team, having originally trained as an engineer before making the move into financial services. Since then, he has completed the Diploma in Regulated Financial Planning and […]

Scammers are quick to take advantage when financial rules change. A recent article in The Guardian has highlighted a warning about fraudsters targeting people who are worried about upcoming changes to inheritance tax and pensions. The scam is simple but dangerous. Someone contacts you claiming they can help move your pension into a special scheme,

It is one of those things many people know they should look at. Your pension. You may have one from your current employer. Maybe another from a previous job. Possibly more than one. You may be paying in each month, receiving the occasional statement, and assuming it is probably fine. Join us for The Pension

If you are in your 40s or 50s, there is a good chance you have already started saving for retirement in one form or another. You may have paid into pensions through a number of employers. You may have savings elsewhere too. And you may feel, quite reasonably, that you have been doing the right

On Sunday, Jenny Brockman joined more than 60,000 runners at the start line of the London Marathon, now officially the largest marathon ever held. By the end of the day, she was one of them who crossed the finish line. Her first marathon. 26.2 miles. An extraordinary personal achievement. Running for a reason Many of

Kate Morrish is one of the newest members of the Citrus Financial team, having joined us in 2025. For many clients, Kate is the friendly voice they hear when they phone the office or receive a call to arrange their next advice meeting. Calm, helpful and easy to talk to, Kate plays an important role

We’re seeing an increase in scams where criminals impersonate well-known companies to gain access to personal information. One example currently being reported involves fraudsters posing as BT, contacting people by phone and following up with emails designed to look genuine. It’s a good reminder that scams are becoming more sophisticated and often rely on catching

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

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

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