News

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 […]

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

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

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

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

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,

As adults, many of us have learned about money the hard way—through debt, overcharging by banks, and mishandled loans. But how can we ensure our children and grandchildren avoid these pitfalls and build a solid financial future? This week on BBC Radio Kent, David Braithwaite, Money Mentor, shared valuable insights on how to equip the

As the cost of living crisis continues to impact families across the country, this Christmas is set to be especially difficult for children in our community. Despite being generally considered as a well off area, it’s estimated that more than 6,000 children live in poverty across our district. Many less fortunate families are struggling to