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Kate Morrish is one of the newest members of the Citrus Financial team, having joined us in 2025. For many clients, Kate is the friendly voice they hear when they phone the office or receive a call to arrange their next advice meeting. Calm, helpful and easy to talk to, Kate plays an important role

We’re seeing an increase in scams where criminals impersonate well-known companies to gain access to personal information. One example currently being reported involves fraudsters posing as BT, contacting people by phone and following up with emails designed to look genuine. It’s a good reminder that scams are becoming more sophisticated and often rely on catching

With the London Marathon now just a few weeks away, many of you will know that our own Jenny Brockman is in the final stretch of her training. And it’s safe to say, it’s getting real. Long runs, early mornings… and a lot of determination Jenny’s now up to around 26km in her training, with

We’re seeing increasing reports of a new type of scam, one that doesn’t always look like a scam at first. Often, it starts with a simple message, a shared interest, or a friendly conversation online. But over time, it can develop into something far more serious. What is “friendship fraud”? Recent reporting from The Guardian

Behind every client communication, article, video and event at Citrus is Simon Cockfield. As Marketing Manager, Simon helps make sure clients feel informed, reassured and clear about what’s happening… with as little jargon as possible. We sat down with Simon to talk about his career, what happens behind the scenes, and why good communication matters

We’re delighted to share that Citrus Financial has been named Adviser Firm of the Year – South East 2026 at the Professional Adviser Awards. It’s a proud moment for the whole team and recognition of the way we work together to support our clients. What the judges said The judges praised several areas that sit

As we approach the end of the tax year, most conversations focus on pensions and ISAs for ourselves. But there’s one allowance many families overlook, and once 5th April passes, you can’t get it back. The Junior ISA Each child can have up to £9,000 invested every tax year. Parents, grandparents and even friends can

Global markets have reacted this week as the conflict in the Middle East continues to intensify. Geopolitical events like this can create uncertainty for investors, particularly when markets move quickly and headlines feel unsettling. While the situation is still evolving, it can help to step back and focus on the broader investment principles that tend

As the end of the tax year approaches, it’s a good time to pause and check whether you’ve made the most of the allowances available to you. Miss them, and in many cases they’re gone for good. The tax year ends on 5 April, and while that date comes around every year, many people still

For many parents and grandparents, a Junior ISA feels like a brilliant idea in theory, but slightly nerve-wracking in practice. The tax advantages are clear. The long-term growth potential is powerful. The ability for family members to contribute is helpful. But then comes the big question: What happens when they turn 18? Will the money