Our In Focus magazine is available now. As usual, we have sought to address topical issues that are likely to be of interest to most readers. The topics covered in this edition are: Planning for your best retirement Choosing how to transfer your wealth Be aware of ‘fiscal drag’ Are you keeping financial secrets? Bringing …
At Citrus Financial, we strive to provide exceptional financial advice to our clients. We believe that the best way to reach more individuals who can benefit from our expertise is through personal recommendations. If you have enjoyed the service you’ve received from us, we would like to ask you to consider recommending Citrus Financial to …
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Join us for an exclusive webinar as we navigate the challenges faced by the UK economy in the midst of an economic storm and the imminent threat of what’s been described as a ‘mortgage time-bomb’. The cost-of-living crisis, along with escalating inflation, interest rate hikes, and the lasting repercussions of the Spring Budget, have placed …
Webinar – The Economic Storm & Mortgage Time Bomb: How to Protect Your Financial Future Read More »
If you’re an ambitious financial adviser, with a passion for delivering outstanding advice and client service, or an outgoing and confident individual, with a talent for dealing with people, who would love to be part of a fun and client focused team, then we would love to hear from you! We’re always looking for good …
Our latest Economic Review magazine is available now. This month’s Economic Review includes: Revised projections released last month by both the Bank of England and International Monetary Fund suggest the UK economy is now set to avoid #recession this year. The BoE’s latest forecast predicts the economy will grow by 0.25% across the whole of …
Monthly Economic Review newsletter – available now! Read More »
Our latest Residential Property Review magazine is available now. This month’s Residential Property Review includes: Releases from Savills show a mixed picture with the UK Housing Market Update pointing to recovering market activity in May, even as the English Housing Supply Update for Q1 2023 revealed a quarterly drop of 20% in new homes completed. …
June Residential Property Review newsletter – available now! Read More »
All investors use insights, trends, and data from across the globe to help them make decisions. Between the lines is an easy way for you to understand how a current topic might be impacting markets and influencing your investments. This month’s edition of Between the lines takes a look at what the following means for …
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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
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