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 »
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 …
Money Saving Hacks: Stay Cool Without Breaking the Bank with David Braithwaite 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 »
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 …
Money Saving Hacks: The Benefits of Buying Secondhand with David Braithwaite 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 »
Car insurance can feel like an unavoidable expense, but did you know that shopping around could save you hundreds? In this week’s episode of The Money Mentor, David Braithwaite shares practical advice on how to lower your car insurance premiums without compromising on coverage. After recently shopping around himself and saving 40%, David reveals the …
How to Save Big on Car Insurance: Tips from Money Mentor David Braithwaite 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 »
