DOWNLOAD HERE Stay Informed: Download Our Latest Economic Review With interest rates falling, inflation rising, and economic growth remaining uncertain, keeping up to date with financial trends is more important than ever. Our latest Economic Review – March 2025 breaks down the key developments shaping the UK economy. In this edition we cover: Interest rate …
Stay Ahead of the Economy: Download Our Latest Economic Review Read More »
DOWNLOAD HERE Boost Your Property Knowledge: Download Our Latest Residential Property Review The UK housing market is buzzing with activity, and our latest Residential Property Review – February 2025 is here to keep you informed. Whether you’re a homeowner, investor, or first-time buyer, staying up to date with market trends can help you make more …
Boost Your Property Knowledge: Download Our Latest Residential Property Review Read More »
The tax year-end deadline on 5th April is fast approaching, which means there’s still time for grandparents to make a meaningful financial difference to their children and grandchildren. Whether it’s helping to fund their future, reducing inheritance tax liabilities, or making the most of tax-free allowances, acting now could have long-term benefits for your family. …
5 Ways Grandparents Can Make the Most of Tax Year-End for Their Family Read More »
If you’re looking to stretch your budget, David Braithwaite, Money Mentor, has you covered with a series of quick money-saving hacks that could save you hundreds of pounds a year. In this week’s episode, David walks you through easy ways to cut costs, starting with your supermarket shopping. Swap to own brands, make use of …
Money Hacks in 3 Minutes: Simple Tips to Save Big with David Braithwaite Read More »
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 …
