At Citrus Financial, we take pride in delivering the best possible service to our clients. We’re delighted that our expertise is recognised on a global scale. This week, our very own David Braithwaite was invited to speak at an international conference hosted by MDRT in Budapest, sharing insights with 650 financial professionals from around the …
David Braithwaite Shares Best Practices on the International Stage Read More »
The new year has kicked off with a storm of economic news in both the UK and the USA. From inflation concerns to government borrowing and mortgage rate shifts, it’s been a whirlwind start to 2025. In this month’s Citrus Bites, Richard Harris dissects the latest economic movements, providing insight into what they could mean …
January’s Economic Noise – What Does It Mean for Interest Rates? Read More »
As Christmas approaches, we would like to take this opportunity to thank all our clients and partners for your trust and support throughout 2024. It’s been a pleasure working with you, and we look forward to continuing our journey together in the year ahead. Please enjoy our animated Christmas card Please enjoy our animated Christmas …
As we wrap up the year, the Bank of England has decided to hold interest rates steady at 4.75%. Guest presenter Simon Cockfield walks us through the implications of this decision, shedding light on the economic factors at play. Inflation on the Rise November saw the Consumer Prices Index (CPI) rise to 2.6%, marking an …
UK Interest Rates on Hold: What’s next for Your Money? Read More »
As 2024 draws to a close, Richard from Citrus Financial sat down with Mortgage and Protection Adviser Holly Bettles to unpack the highs and lows of the property market this year. With house prices holding steady and interest rates fluctuating, what does this mean for buyers preparing to take the leap in 2025? First-Time Buyers: …
https://youtu.be/hEBZvbp7UCM In this special edition of Citrus Insights, Richard Harris sits down with Anne Ralph, trustee of the charity Friends for Families, to discuss the importance of our annual Board Games for a Brighter Christmas appeal. For the third year, Citrus Financial is partnering with Friends for Families to help bring joy to children and …
The Power of Giving: How Board Games Make a Difference This Christmas Read More »
In the latest episode of Citrus Insights, Richard Harris dives into two major developments impacting the investment landscape: the Labour budget in the UK and the surprising election of Donald Trump as the 47th President of the United States. Richard is joined by Jonathan Raymond, Investment Manager at Quilter Cheviot, who helps unpack the complexities …
In the latest episode of Citrus Mortgage Bites, mortgage experts Richard Harris and Holly Bettles dive into the recent changes in stamp duty thresholds and how you can potentially save thousands by acting before the deadline. What has changed with Stamp Duty? Following the Autumn Budget, the UK government has announced that the stamp duty …
How to Beat the Stamp Duty Deadline and Save Money Read More »
The highly anticipated Autumn Budget 2024 has arrived, marking the first budget from a Labour government in over 14 years. In this special episode of Citrus Bites, host Richard Harris unpacks the key announcements and how they might impact you. From changes to inheritance tax and capital gains tax to a freeze extension on fuel …
Autumn Budget 2024: Key Highlights and What They Mean for You Read More »
If you’re a first-time homebuyer, don’t make any decisions until you watch the latest episode of Citrus Mortgage Bites. In this must-see episode, hosts Richard Harris and Holly Bettles tackle one of the hottest topics for first-time buyers: the potential changes to stamp duty in the upcoming October budget. Holly dives into the details of …
First-Time Buyer? Why You Shouldn’t Buy a Home Without Watching This! Read More »
