Steve Ody joined Citrus Financial as a Mortgage and Protection Adviser, working alongside Nicky Kirton and Kate Morrish in our growing mortgage and protection team. Steve brings with him more than 30 years of customer-focused experience, along with a genuine love of helping people through some of life’s biggest financial decisions. Before moving into mortgage […]
Getting to Know… Steve Ody Read More »
Mortgages are rarely out of the headlines, but right now the market feels particularly unsettled. Many people started the year expecting interest rates to fall further. That would have been welcome news for homeowners coming to the end of a fixed-rate deal, as well as those hoping to buy. However, inflation concerns and global uncertainty
Five things to think about before choosing your next mortgage Read More »
Thank you to everyone who joined us for The Pension Reality Check at Squerryes Winery Restaurant. It was a fantastic evening and a real pleasure to welcome so many guests to such a beautiful venue. Squerryes provided the perfect setting for a relaxed and practical conversation about pensions, retirement planning and the questions many people
A successful evening at Squerryes for The Pension Reality Check Read More »
Join a friendly team and play a key role in looking after our clients Citrus Financial is looking for a friendly, confident and organised Client Services Administration Assistant to join our team near Sevenoaks. This is a full-time, office-based role at the heart of our business. You’ll often be the first person our clients speak
Join our friendly team in a client-facing office role Read More »
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
Getting to Know… Chris Player Read More »
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,
Fraud Alert: Pension Scammers Exploiting Inheritance Tax Worries Read More »
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
Are you worried you’re not doing enough for the retirement you want? Read More »
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
The Pension Reality Check: are you on track or just hoping you are? Read More »
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
Jenny Brockman Completes the London Marathon and Raises Over £5,100 for Mind Read More »
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
Getting to Know… Kate Morrish Read More »
