News

A recent BBC Panorama investigation has thrown a spotlight on a worrying, and illegal, practice in the UK property market: conditional selling by estate agents. If you’re planning to buy or sell a home, this is something you need to be aware of. What is Conditional Selling? Conditional selling happens when an estate agent pressures […]

If you’re an Amazon Prime subscriber, you’re probably used to the annual charge for your membership. But now fraudsters are exploiting this familiarity with a new scam designed to trick you into handing over personal and financial information. What’s the scam? Subscribers have reported receiving convincing emails claiming their Amazon Prime subscription is about to

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

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

This week, Money Mentor David Braithwaite shares practical tips to stay cool without cranking up your energy bills this summer. From affordable fan tricks to creating your own DIY air conditioning unit, David explores clever, low-cost ways to beat the heat. With energy bills soaring, it’s more important than ever to manage the rising temperatures

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

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,

In this week’s Money Mentor episode, David Braithwaite takes us through the savvy world of buying secondhand, with a special focus on how it can help save money when going through major life changes, like divorce. As David shares a recent story from Andrea, a listener who saved hundreds of pounds by buying secondhand bikes