At Citrus Financial, we pride ourselves on looking after our clients’ financial wellbeing. That includes keeping you informed about potential scams. We recently learned that someone known to us was targeted by a scam that’s becoming alarmingly common. It’s called the “Hi Mum” scam, and it’s taking advantage of caring parents and grandparents. How does …
“Hi Mum” – The WhatsApp Scam That’s Catching People Out Read More »
Saving money has become increasingly difficult for many, especially with the ongoing rise in living costs. In this episode of The Money Mentor, David Braithwaite, Money Mentor, addresses the real challenges people face when trying to save and provides actionable tips for overcoming them. According to the latest reports, 1 in 10 UK adults have …
Why Saving is So Hard & What You Can Do About It | Money Mentor with David Braithwaite Read More »
At Citrus Financial, your feedback has always been at the heart of the service we provide. It helps us understand what we’re doing well, and where we can do even better. Until now, we’ve used a short feedback survey that we created in-house. While this gave us useful insights, we know we can do more. …
We’ve Updated Our Client Feedback Process – Here’s Why It Matters Read More »
DOWNLOAD HERE Stay Informed: Download Our Latest Economic Review The UK economy is navigating a complex landscape of falling inflation, rising household costs, and shifting business confidence. Our May 2025 Economic Review breaks down what happened in April – and what to watch for next – to help you stay informed and in control. In …
May Economic Update: Download the Latest Economic Review Read More »
In March, the Financial Conduct Authority (FCA) issued a statement that could have major implications for the mortgage market, especially for first-time buyers and home movers. The FCA revealed that many lenders may not be making full use of the flexibility already allowed within current affordability rules, particularly around stress testing. This type of testing …
Good News for Homebuyers: Lending Rules Are Easing Read More »
DOWNLOAD HERE March Property Update: Download the Latest Residential Property Review The UK housing market continues to shift, with affordability pressures, regional differences, and tax changes shaping buyer behaviour. Our April 2025 Residential Property Review gives you a clear and concise look at what’s happening – and what might be ahead. In this edition we …
April Property Update: Download the Latest Residential Property Review Read More »
Looking for easy ways to save money around the house? In this week’s episode of The Money Mentor, David Braithwaite shares a collection of practical money-saving hacks to help you cut costs without making major sacrifices. From reusing envelopes and old toothbrushes to smart batch cooking and free dry cleaning with steam, David’s tips are …
Money-Saving Hacks for Your Home: Simple Tips to Cut Costs Read More »
How much money will you need in retirement? It sounds like a simple question but for many people, the answer is anything but clear. In fact, a 2023 study by Scottish Widows* found that only one in five UK adults feels confident they’re saving enough for retirement. So why do we avoid this question? And …
How Much Will You Actually Need to Retire? (And Are You on Track?) Read More »
This Easter, David Braithwaite, Money Mentor, is on a mission to help you save on your chocolate indulgences. In this episode, David conducts a taste test between well-known Easter egg brands and budget supermarket options, revealing surprising results! While brand names may be tempting, David shows how switching to budget brands could save you money …
Easter Eggs & Budget Brands: Can You Save by Switching? Read More »
Are you dreaming of a holiday but worried about the cost? In this week’s episode of The Money Mentor, David Braithwaite shares expert advice on how to plan an affordable getaway. While the cost of living crisis continues to make things tough for many families, David explains how you can enjoy a holiday – whether …
Can You Afford a Holiday This Year? Tips for a Budget-Friendly Break Read More »
