David Braithwaite

Managing Director & Principal Financial Adviser

Most people David speaks to feel guilty that they’re not taking more interest in their personal finances, invariably because they either don’t have the time, or they’re intimidated by the jargon-packed confusing mess and cost. David’s passion is to make financial advice understandable. To explain complex matters in ways that make sense and are relevant. He believes in empowering people through knowledge and giving everyone the service and the skills to be able to approach their finances with confidence.

This is why he’s often in the media: he loves to demystify money. He guests regularly on live national TV and radio and has written for national magazines and newspapers like The Independent and The Daily Telegraph. He has also spoken at numerous conferences both here and overseas in countries such as Australia, USA, Canada and Ireland.

However, his clients always come first. With more than 25 years’ experience in financial planning, from a background in financial services within a stockbroking and banking environment, he uses all this accumulated expertise to serve his clients. He is qualified to diploma level, and holds the qualification in advanced pension planning.

He also has other business interests under the Citrus brand which include healthcare, conveyancing and accountancy.

Quite simply, he loves what he does.