Many over-55s are returning to work or planning to ‘unretire’. Having additional income in retirement is a great idea, but it’s essential to consider the tax implications of this decision to avoid falling into a tax trap. Planning to work after retiring Research* shows that over a quarter of people aged 55 and above plan …
Citrus Financial team had the privilege of handing over 140+ wrapped presents to Anne Ralph and Claire Davison from the amazing local charity, Friends for Families. Thank you for your amazing generosity Each gift – a carefully chosen board game – was donated by our generous team, clients, community members, and organisations like Chipstead Football …
Spreading Christmas Cheer with Friends for Families Read More »
This year’s ‘Board Games for a Brighter Christmas’ appeal has been a phenomenal success, and we have each of you to thank for your incredible generosity. Whether you’re one of our wonderful clients, a member of the Citrus Financial team, or part of the amazing community at Chipstead Football Club, your contributions have helped us …
Board Games for a Brighter Christmas: A Huge Thank You Read More »
We are thrilled to announce that Citrus Financial has been shortlisted for the Adviser Firm of the Year – South East at the Professional Adviser Awards 2025. Being named alongside nine outstanding firms is an honour in itself, and we are incredibly proud to be recognised in such a competitive category. The Professional Adviser Awards, …
At Citrus Financial, our partnership with Chipstead Football Club has always been about more than just sponsorship. It’s about supporting a community that shares our values of kindness and generosity. This was on full display during our ‘Board Games for a Brighter Christmas’ appeal for Friends For Families! Nearly 100 Board Games Donated by Chipstead …
Thank You, Chipstead Football Club, for Spreading Christmas Joy! Read More »
As parents, we want to give our children every advantage in life. From ensuring they have the best education to helping them navigate the complexities of growing up, we strive to prepare them for a bright future. But one area that often gets overlooked is financial education. Teaching your children how to manage money can …
Our latest Residential Property Review magazine is available now. Stay informed about the latest developments in the UK housing market with our Residential Property Review Newsletter for November 2024. This month, we delve into the significant property market trends and insights, including: Budget Effects: The first Labour Budget in 14 years created ripples in the …
Residential Property Review Newsletter – November 2024 Read More »
At Citrus Financial, we’re proud to announce that we’ve been included in the Citywire New Model Adviser Top 100, a prestigious list celebrating the very best of the UK’s financial advice community. This accolade recognises firms that demonstrate outstanding achievements and leadership within the profession. The judges, using a methodology approved by AKG, evaluated firms …
Citrus Financial Named in the Citywire New Model Adviser Top 100 Read More »
Our latest Economic Review magazine is available now. Stay ahead of the latest economic trends with our November Economic Review, which takes a detailed look at the major financial developments from October. Our monthly newsletter offers insights into the factors shaping markets and how they might influence future financial decisions. In this issue, key highlights …
Citrus Financial’s Monthly Economic Review – October Highlights Read More »
Please find blow a link to our summary of the Autumn Budget delivered by the Chancellor, Rachel Reeves, on Wednesday 30 October. VIEW OR DOWNLOAD HERE In presenting Labour’s widely anticipated first Budget in 14 years, the Chancellor was faced with a challenging task. Following her announcement of a “black hole” in the public finances, …
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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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