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 …
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 »
