January can often feel like the gloomiest month of the year, but David Braithwaite, Money Mentor, is here to help you beat the “Blue Monday” blues. In this episode, he shares practical tips on how to save money when booking your next holiday while also protecting yourself from scams. From avoiding too-good-to-be-true offers to booking …
January can be a tough month financially, with post-Christmas bills and the gloomy winter weather. But David Braithwaite, Money Mentor, is back with a challenge: how to make and save money in just one week! In this episode, David shares practical, actionable steps to help you get your finances back on track. Listen here From …
As we step into 2025, many of us are thinking about New Year’s resolutions—whether it’s to lose weight, get fit, or take on a new hobby. But what about our financial fitness? David Braithwaite, Money Mentor, is back with valuable tips on how to start the year off strong financially. From reviewing subscriptions and cancelling …
Many over-55s are returning to work or planning to ‘unretire’. Having additional income in retirement is a great idea, but it’s essential to consider the tax implications of this decision to avoid falling into a tax trap. Planning to work after retiring Research* shows that over a quarter of people aged 55 and above plan …
Citrus Financial team had the privilege of handing over 140+ wrapped presents to Anne Ralph and Claire Davison from the amazing local charity, Friends for Families. Thank you for your amazing generosity Each gift – a carefully chosen board game – was donated by our generous team, clients, community members, and organisations like Chipstead Football …
Spreading Christmas Cheer with Friends for Families Read More »
This year’s ‘Board Games for a Brighter Christmas’ appeal has been a phenomenal success, and we have each of you to thank for your incredible generosity. Whether you’re one of our wonderful clients, a member of the Citrus Financial team, or part of the amazing community at Chipstead Football Club, your contributions have helped us …
Board Games for a Brighter Christmas: A Huge Thank You Read More »
We are thrilled to announce that Citrus Financial has been shortlisted for the Adviser Firm of the Year – South East at the Professional Adviser Awards 2025. Being named alongside nine outstanding firms is an honour in itself, and we are incredibly proud to be recognised in such a competitive category. The Professional Adviser Awards, …
At Citrus Financial, our partnership with Chipstead Football Club has always been about more than just sponsorship. It’s about supporting a community that shares our values of kindness and generosity. This was on full display during our ‘Board Games for a Brighter Christmas’ appeal for Friends For Families! Nearly 100 Board Games Donated by Chipstead …
Thank You, Chipstead Football Club, for Spreading Christmas Joy! Read More »
As parents, we want to give our children every advantage in life. From ensuring they have the best education to helping them navigate the complexities of growing up, we strive to prepare them for a bright future. But one area that often gets overlooked is financial education. Teaching your children how to manage money can …
Our latest Residential Property Review magazine is available now. Stay informed about the latest developments in the UK housing market with our Residential Property Review Newsletter for November 2024. This month, we delve into the significant property market trends and insights, including: Budget Effects: The first Labour Budget in 14 years created ripples in the …
Residential Property Review Newsletter – November 2024 Read More »
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