Talking about money might not be your idea of romance, but it’s one of the best things you can do for your relationship. As someone who’s spent over two decades helping people with their finances, I’ve seen how easily couples fall into the same traps… and how much better things go when they don’t. Here …
5 Money Mistakes Couples Make — and How to Avoid Them Read More »
We’re delighted to announce that Jenny Brockman has now become a Financial Adviser at Citrus Financial. Welcome To The Advice Team Jenny successfully completed the financial advice qualification (Diploma in Regulated Financial Planning) in 2021, having already built a strong career in financial services. At that point, the opportunity to step into an adviser role …
As interest rates hold steady and economic signals continue to shift, our July 2025 Economic Review offers a balanced summary of the key developments from June. Helping you stay informed in a fast-changing environment. DOWNLOAD HERE In this edition we cover: Bank of England holds rates at 4.25% – But more cuts are expected, with …
July Economic Update: Download the Latest Economic Review Read More »
Friendly, patient and down-to-earth, Karen Gorbutt puts clients at ease with her caring, no-pressure approach. She takes time to listen and explain things clearly, helping people feel more confident about their financial future. As a mum of teenage boys and someone who juggles family life with amateur dramatics and karate, Karen is a real people …
At Citrus Financial, protecting our clients’ financial wellbeing means more than just good advice. It also means keeping you informed and safe from evolving cyber threats. A recent article in The Guardian highlighted just how vulnerable our online accounts can be, especially in light of the ever-increasing number of cyber-attacks. Even trusted organisations like the …
Scam Watch: How to Stay One Step Ahead of Online Fraudsters Read More »
The Citrus Financial team had a fantastic time supporting Chipstead FC at their annual Presentation Day on Saturday 14th June, and what a day it was! Kicking things off bright and early at 8:00am, we were on site helping to set up for what turned out to be a sunny, celebratory day of football, fun, …
Citrus Financial Joins the Fun at Chipstead FC Presentation Day! Read More »
Stay Informed: Download Our Latest Economic Review DOWNLOAD HERE As the UK economy continues to balance growth, inflation, and interest rate uncertainty, our June 2025 Economic Review provides a clear summary of what happened in May , and what may lie ahead. In this edition we cover: Growth beats expectations – The UK economy grew …
June Economic Update: Download the Latest Economic Review Read More »
DOWNLOAD HERE May Property Update: Download the Latest Residential Property Review As the property market adjusts to changing tax rules, interest rates, and buyer sentiment, our May 2025 Residential Property Review offers timely insight to help you stay informed. In this edition we cover: Stamp Duty changes boost March sales – Transactions surged 66% above …
May Property Insights: Download the Latest Residential Property Review Read More »
We would like to introduce you to Nicky Kirton, our Mortgage and Protection Adviser. With a financial services career spanning over 30 years, Nicky combines deep technical knowledge with a genuine passion for helping people, especially those who didn’t think home ownership was possible. How did you get started in financial services? I started at …
We are looking for a highly motivated and experienced Technical Administrator, with a Level 4 Diploma in Financial Planning, to join our Sevenoaks team. In this role, you will provide vital support to both our Financial Advisers and Paraplanners. You will be responsible for a variety of client administration requirements that enable advisers to maximise …
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Citrus Financial is a trading style of Citrus Financial Management Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
Citrus Financial Management Ltd is registered in England & Wales No.04618393. Registered office: 2nd Floor Watermill House Chevening Road, Chipstead, Sevenoaks, Kent, England, TN13 2RY
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