With the end of the tax year fast approaching, now’s the perfect time to check in on your finances and make sure you’re making the most of your allowances. Here are five simple but important things to tick off your list before 5th April. 5 Top Tips 1. Make the Most of Your ISA Allowance …
Half-term is here, and if you’re looking for fun ways to keep your kids entertained without breaking the bank, David Braithwaite, Money Mentor, has got you covered. In this episode, David shares a variety of free activities that are perfect for making memories with your children or grandchildren. Whether it’s geocaching in the great outdoors, …
Free Half-Term Activities: Fun Ideas for Families on a Budget Read More »
DOWNLOAD HERE Stay Informed: Download Our Latest Economic Review The UK economy is facing shifting conditions, and our latest Economic Review – February 2025 is here to provide you with key insights into the latest developments. Understanding these trends can help you make more informed financial decisions, whether you’re an investor, business owner, or simply …
Stay Informed: Download Our Latest Economic Review Read More »
Valentine’s Day is often seen as the ultimate opportunity to show love and appreciation, but it can also come with a hefty price tag. In this week’s episode, David Braithwaite, Money Mentor, offers insightful and creative ways to celebrate love without overspending. From the average £2.1 billion spent on Valentine’s Day in 2024 to the …
The Price of Love: How to Celebrate Valentine’s Day Without Breaking the Bank Read More »
Did you know that there are billions of pounds in lost pensions across the UK? In this week’s episode, David Braithwaite, Money Mentor, shares expert advice on how to track down pension pots from previous jobs. With the rise of job changes, many people unknowingly leave behind pensions from former employers, often worth thousands of …
We’re delighted to welcome Phoebe Mills to the Citrus Financial team! Bringing Experience and Expertise Phoebe joins us as a Technical Administrator, bringing over four years of experience in the financial services industry. She previously worked as an adviser at a pension advisory firm, where she started as a trainee adviser before qualifying in November …
David Parker retires: A fond farewell to a much loved and respected colleague. At Citrus Financial, we believe in celebrating the people who make our team so special, and today, we say goodbye to one of our longest serving team members, David Parker, as he embarks on a well-earned retirement. David has been an integral …
The arrival of post-Christmas credit card bills can be a stressful reminder of holiday spending, but David Braithwaite, Money Mentor, is here to help you take control of your finances. In this episode, David talks about the importance of reviewing your credit card statements, understanding your balances, and taking charge of high-interest debt. January is …
Tackling Post-Christmas Credit Card Debt: Tips from David Braithwaite, Money Mentor Read More »
As we step into 2025, the ancient saying that ‘change is the only constant’ has never felt more relevant. With ongoing geopolitical shifts, rapid technological advancements, and evolving fiscal policies, navigating the investment landscape requires insight, expertise, and a clear perspective. That’s why the Quilter Investors 2025 Global Outlook is an essential read for investors …
As a parent, juggling family life, work, and everything in between can make financial planning feel like just one more thing on your ever-growing ‘to do’ list. But spending just a little bit of time on your family’s financial wellbeing can bring huge peace of mind and long-term security. Here are five practical steps to …
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