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Quilter Budget 2025 Summary front cover showing title and Houses of Parliament.

Get Your Full Budget Summary: Now Available to Download

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

Get Your Full Budget Summary: Now Available to Download Read More »

Christmas treat bags donated by Citrus Financial to Friends for Families

Supporting Families This Christmas with Friends for Families

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

Supporting Families This Christmas with Friends for Families Read More »

Collage image featuring David Braithwaite with the Professional Adviser Awards and Citywire Top 100 logos in the background.

Citrus Financial celebrates a trio of award successes

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

Citrus Financial celebrates a trio of award successes Read More »

Citrus Financial announcement graphic for Adviser Firm of the Year – South East 2026 finalist.

Citrus Financial shortlisted for ‘Adviser Firm of the Year – South East 2026’

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

Citrus Financial shortlisted for ‘Adviser Firm of the Year – South East 2026’ Read More »

Portrait-style promotional image for Citrus Financial announcing David Braithwaite’s shortlist for the 2026 Professional Adviser Champion of Advice Award.

David Braithwaite shortlisted for ‘Champion of Advice’ at the 2026 Professional Adviser Awards

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

David Braithwaite shortlisted for ‘Champion of Advice’ at the 2026 Professional Adviser Awards Read More »

Abstract Citrus-branded graphic announcing Citrus Financial’s inclusion in the Citywire New Model Adviser Top 100 2025.

Citrus Financial named in Citywire New Model Adviser Top 100 for the second year running

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

Citrus Financial named in Citywire New Model Adviser Top 100 for the second year running Read More »

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