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 »
At Citrus Financial, we’re proud to announce that we’ve been included in the Citywire New Model Adviser Top 100, a prestigious list celebrating the very best of the UK’s financial advice community. This accolade recognises firms that demonstrate outstanding achievements and leadership within the profession. The judges, using a methodology approved by AKG, evaluated firms …
Citrus Financial Named in the Citywire New Model Adviser Top 100 Read More »
Our latest Economic Review magazine is available now. Stay ahead of the latest economic trends with our November Economic Review, which takes a detailed look at the major financial developments from October. Our monthly newsletter offers insights into the factors shaping markets and how they might influence future financial decisions. In this issue, key highlights …
Citrus Financial’s Monthly Economic Review – October Highlights Read More »
Please find blow a link to our summary of the Autumn Budget delivered by the Chancellor, Rachel Reeves, on Wednesday 30 October. VIEW OR DOWNLOAD HERE In presenting Labour’s widely anticipated first Budget in 14 years, the Chancellor was faced with a challenging task. Following her announcement of a “black hole” in the public finances, …
As adults, many of us have learned about money the hard way—through debt, overcharging by banks, and mishandled loans. But how can we ensure our children and grandchildren avoid these pitfalls and build a solid financial future? This week on BBC Radio Kent, David Braithwaite, Money Mentor, shared valuable insights on how to equip the …
Teaching Children the Power of Financial Knowledge with David Braithwaite Read More »
As the cost of living crisis continues to impact families across the country, this Christmas is set to be especially difficult for children in our community. Despite being generally considered as a well off area, it’s estimated that more than 6,000 children live in poverty across our district. Many less fortunate families are struggling to …
Board Games for a Brighter Christmas – Citrus Financial’s 2024 Christmas Appeal Read More »
As more of us turn to online banking and digital tools to manage our finances, the risk of falling victim to financial scams has never been greater. Scammers are becoming increasingly sophisticated in their tactics, often impersonating trusted figures or institutions to trick unsuspecting individuals into sharing sensitive information like bank details. Unfortunately, these scams …
Stay Alert: The Importance of Protecting Yourself from Financial Scams Read More »
