Our latest Economic Review magazine is available now. Catch up on the key economic updates from August with our latest Economic Review. Our September edition covers critical financial stories that have shaped the markets and offers valuable insights for future planning. In this issue, we highlight the Bank of England’s first interest rate cut since …
Citrus Financial’s Monthly Economic Review – August Highlights Read More »
Students heading off to university are full of excitement, but they also face financial risks. In his role as Money Mentor on BBC Radio Kent, David Braithwaite recently addressed the various scams targeting students today. Listen here A major concern is job scams. If you’re a student looking to make extra cash, be wary of …
Student Safety: How to Avoid Job Scams, Rental Fraud, and Investment Traps Read More »
Winter may be a few months away, but now is the perfect time to prepare your home and finances. Recently, on BBC Radio Kent, David Braithwaite shared advice on how to cut energy costs and check your pension credit eligibility Listen here First, make sure you’re aware of any benefits you might be entitled to. …
Winter Savings: Insulation Tips and Pension Credit Eligibility Read More »
Summer is here, the days are at their longest… and your property dreams may be closer than you think! Whether you’re hoping to move up, down or onto the ladder, with a little preparation, you can be mortgage ready before the leaves start falling again. Here are four quick steps you can take right now: …
After a long, bleak winter and a rainy spring, summer not only brings hope of sunnier days but also hope of a better financial future. With inflationary pressures receding and the economy showing signs of growth, it could be a good opportunity to prioritise some pension-related matters to ensure brighter days really do lie ahead. …
Your financial future – is it time to prioritise your pension? Read More »
At Citrus Financial, we understand the frustrations that come with disappointing customer service. Whether it’s being stuck in an endless phone queue, being left on hold, unable to speak to a human, or being directed to a website’s FAQ section instead of getting the help you need—these experiences can be incredibly disheartening. That’s why we’re …
Our latest Economic Review magazine is available now. Explore the key financial updates from July in our August Economic Review. This edition covers the latest economic developments that could shape future market trends and financial decisions. We review the UK economy’s stronger-than-expected growth, with a 0.4% rise in GDP for May, and survey data indicating …
Citrus Financial’s Monthly Economic Review – July Highlights Read More »
Was your new year’s resolution to move home in 2024? That seems to be the case for many homeowners in the UK, as there were a record number of requests for in-person property valuations in January*. What is a home valuation? One of the first steps a homeowner will take towards putting their house on …
Home valuation requests hit a record high at the start of the year Read More »
Last week, we had the pleasure of welcoming Harry, a Year 10 student from Tunbridge Wells Grammar School for Boys, to Citrus Financial for his work experience. We set Harry a challenging project: to create a short video advising young people on the benefits of investing early. Harry approached the task with enthusiasm and creativity, …
Nurturing Future Financial Experts: Harry’s Work Experience at Citrus Financial Read More »
How’s your retirement plan coming along? In order to secure financial stability and peace of mind when you stop working, whether you’re nearing retirement, or you still have many years of your working life ahead, careful planning is crucial. Be Proactive Recent data* has shown that on average people actively start planning for retirement around …
For detailed information about our services and costs please read our Terms of Business and our Customer Privacy Policy. The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in UK.
Citrus Financial is a trading style of Citrus Financial Management Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
Citrus Financial Management Ltd is registered in England & Wales No.04618393. Registered office: 2nd Floor Watermill House Chevening Road, Chipstead, Sevenoaks, Kent, England, TN13 2RY
Website Designed By Tranwell Media
