Video

This webinar recording is your chance to understand the 2024 Spring Budget and make the most of your tax allowances before the April 5th deadline. Hosted by BBC Radio Kent’s Money Mentor, David Braithwaite, this informative session features a panel of financial experts from Citrus Financial and Quilter: Lesley Stewart, Advice Solutions Manager, Quilter Karen …

Spring Budget Breakdown & Tax Year-End Tips – Webinar Recording Read More »

Happy World Book Day! Here at Citrus Financial, we love a good book just as much as we love helping you with your finances. To celebrate this special day, we asked our team for their top 10 book recommendations, and we have a diverse range to share with you! From classic novels like “Pride & …

Celebrate World Book Day with Citrus Financial Read More »

The Chancellor announced his Spring Budget on Wednesday 6th April 2024. Positioned as a budget for growth it reflected the fiscal tightrope the Chancellor is treading. The main headlines The optimism from earlier in the year, fueled by lower borrowing costs, had suggested the government may have a theoretical “headroom” of £30 billion for the …

Citrus Bites – Spring Budget Bulletin 2024 Read More »

Welcome to Citrus Mortgage Bites, our new monthly video covering all things mortgages. Each month Richard Harris, COO at Citrus Financial, will be joined by Holly Bettles, our wonderful mortgage and protection adviser, to discuss the latest news in the mortgage market. This month Richard and Holly discuss the latest mortgage rates available from lenders. …

Citrus Mortgage Bites – February 2024 Read More »

Welcome to the latest edition of Citrus Bites. This month Richard Harris, COO at Citrus Financial is joined by the amazing Lindsay James, Investment Strategist at Quilter. Together, they take a look at the latest economic data and Lindsay casts an eye over the year ahead, giving some valuable insight on how political developments in …

Citrus Bites – February 2024 Read More »

Welcome to Citrus Mortgage Bites, our brand new monthly video covering all things mortgages. Each month Richard Harris, COO at Citrus Financial, will be joined by Holly Bettles, our wonderful mortgage and protection adviser, to discuss the latest news in the mortgage market. It’s been an exciting start to the year and this month Holly …

Citrus Mortgage Bites – January 2024 Read More »

For December’s Citrus Bites, Richard Harris is joined by the wonderful Holly Bettles, Mortgage & Protection adviser at Citrus Financial. Richard takes a look back at 2023. Comparing the economic predictions made at the start of the year with the reality of where we are currently. And of course, looking at that resilient jobs market, …

Citrus Bites – December 2023 Read More »

The Chancellor announced his Autumn Statement on Wednesday 22nd November. As expected, tax cuts took most of the headlines, with a reduction in National Insurance and a range of measures for businesses. In this special edition of Citrus Bites, Richard Harris takes a look at the headlines and considers what the announcements could mean for …

Citrus Bites – Autumn Statement 2023 Read More »

We thought this powerful interview with the wonderful Shona Campbell was too important not to share on its own. Richard Harris interviews Shona Campbell, co-founder and Chair of Trustees for Friends for Families. Shona talks us through why she started the charity and the vital work they do. She also provides sobering insight of the …

An interview with Shona Campbell Read More »

This month Richard Harris is joined by the amazing Shona Campbell, Chair of Trustees for Friends for Families, for the latest edition of Citrus Bites. The monthly economic update from Citrus Financial. As always, Richard takes a look at the key economic indicators, including interest rates and inflation. Plus, why the price of oil is …

Citrus Bites – November 2023 Read More »