DOWNLOAD HERE Stay Informed: Download Our Latest Economic Review Economic uncertainty continues to dominate the headlines – but understanding the latest trends can help you feel more in control of your financial decisions. Our April 2025 Economic Review breaks down the key events from March and what they could mean for you. In this edition …
April Economic Update: Download the Latest Economic Review Read More »
At Citrus Financial, we love discovering the hidden talents of our team, and our very own Karen Gorbutt has certainly impressed us with hers. Hidden Talents Alongside her role as a brilliant financial adviser, Karen balances a busy family life as a mum to two boys, practises Karate in her spare time, and still finds …
Karen Gorbutt: From Financial Planning to Centre Stage Read More »
If you’re like many people, retirement planning sits somewhere between “I know I should think about it” and “I’ll get to it when life calms down.” But life rarely does calm down, does it? Whether you’re raising a family, climbing the career ladder, juggling commitments, or just keeping up with day-to-day demands, it’s easy to …
Are You Worried You’re Not Saving Enough for Retirement? Read More »
Money can be a tricky subject, especially when it comes to family. Many of us avoid talking about financial planning with our loved ones, often for fear of causing a conflict. In fact, 10% of wealthy individuals never discuss it at all, and 27% admit they find the topic uncomfortable.* But here’s the thing, keeping …
Talking Money with Family: Why It’s Time to Break the Taboo Read More »
In this week’s episode of The Money Mentor, David Braithwaite breaks down a critical opportunity for anyone approaching retirement: filling gaps in your state pension records before April 5th. If you’re missing National Insurance years, you could be leaving money on the table, but David explains how you can go back and fill those gaps …
DOWNLOAD HERE March Property Update: Download the Latest Residential Property Review This month’s Residential Property Review – March 2025 is packed with key updates and insights for anyone interested in the UK housing market. Whether you’re a homeowner, investor or planning your next move, staying informed helps you make better financial decisions – especially as …
March Property Update: Download the Latest Residential Property Review Read More »
In this episode of The Money Mentor, David Braithwaite dives into the delicate topic of lending money to loved ones. Whether you’re borrowing or lending, money can complicate relationships. David shares essential advice on how to navigate these situations. Emphasising the importance of clear terms, communication, and understanding the emotional and financial risks. Listen here …
The Pitfalls of Lending Money to Family and Friends: What You Need to Know Read More »
Location: Near Sevenoaks, KentSalary: £26,000 – £30,000 (dependent on experience) + yearly incentive schemeHybrid working available (minimum four days per week in the office after probation)Additional benefits include: 23 days holiday + an extra day off on your birthday 4 ‘Life Happens’ days for unexpected emergencies Company share option scheme Salary exchange contributory pension Death …
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The 2024/25 tax year-end deadline is fast approaching on 5th April, which means time is running out to take advantage of the valuable allowances and tax-efficient opportunities available to you. Whether you’re looking to maximise your ISA contributions, top up your pension, or make tax-efficient gifts, acting before the deadline can help you save money …
Don’t Miss Out – Use Your Tax Allowances Before 5th April! Read More »
Loyalty cards have become a ubiquitous part of our shopping habits, but do they really offer value? In this week’s Money Mentor episode, David Braithwaite explores the world of loyalty programs and whether they truly reward loyal shoppers. While some loyalty schemes offer genuine savings, David explains that the rewards often come with a catch. …
Maximizing Loyalty Cards: Are They Really Worth It? Read More »
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