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Citrus Financial is thrilled to be shortlisted as a finalist for the ‘Small advice firm of the year’ at the prestigious Money Marketing Awards 2024! What a week! What a week! First, we have six team members nominated for the Women in Financial Advice Awards, and today we learnt that Citrus Financial has been shortlisted

We’re thrilled to announce that these amazing members of the Citrus Financial team have all been nominated for the prestigious Professional Adviser Women in Financial Advice Awards 2024! Amazing achievement These awards celebrate the incredible achievements of women in the financial services industry, a sector where women are still under-represented. They’re all about recognizing the

Nearly one in five parents and grandparents who helped a family member buy their first home used their own property wealth to do so, new research* has shown, raising concerns that some might be leaving themselves short. Families help out First-time buyers are increasingly relying on family members’ support to get on the housing ladder.

The start of a new financial year presents an opportune moment to assess your finances, particularly if recent life changes have come your way. Make sure to prioritise a review of your protection insurance at this time. Safeguard your future Tailoring your protection to meet your unique needs serves as a crucial safety net, offering

Have you ever thought about the additional financial challenges faced by women? If not, a new report* has taken a closer look at the reasons that can and are preventing women from accumulating the same wealth as their male counterparts. It really does make interesting reading and highlights that (perhaps to be expected) having children

Chipstead Under 10s girls, proudly sponsored by Citrus Financial, finished their home campaign in style with a resounding 14-2 victory against Tunbridge Wells. Here’s a review of their final home game. Sportsmanship and Fun Take Center Stage In a true display of sportsmanship, Chipstead loaned some players to Tunbridge Wells to ensure a fun and

The ultimate retirement dream is actually very simple according to research*. Most respondents to a survey (94%), which questioned 2,000 respondents aged 50 and over on their aspirations for later life, answered that financial security for the rest of their life featured prominently. Other retirement aspirations included being able to maintain one’s desired lifestyle (94%),

Life insurance and critical illness cover are fundamental financial safety nets. They provide peace of mind in the face of life’s uncertainties, protecting your loved ones financially if you die, become critically ill, or are unable to work due to illness or injury. But did you know these policies often come with valuable added benefits

Please download below our summary of the Spring Budget delivered by the Chancellor Jeremy Hunt on Wednesday 6 March. DOWNLOAD HERE In what was widely expected to be Mr Hunt’s final Budget ahead of an election, speculation in the final run up focused on the trade-offs that might be required around cutting taxes and meeting

Playing football is more than simply kicking a ball around – for young girls, it can be a powerful tool for building confidence and developing essential life skills. A recent report, “Here for Every Goal,” highlighted the positive societal impact of the growth of elite women’s football, particularly on young girls. 80% of young girls