It’s good to talk

A pandemic closely followed by a cost-of-living crisis has undoubtedly created a challenging financial backdrop for us all, potentially heightening money-related anxiety. At times like these, it’s more important than ever to talk through any concerns to protect both your financial and mental wellbeing.

A clear link

Research* highlights a clear, if intricate, link between financial and mental health, with a poll conducted by the Money and Mental Health Policy Institute revealing that 86% of people experiencing mental health problems believe their financial situation has impacted their mental wellbeing.

Thinking long term

Its normal to worry about finances but do try to keep a perspective. If you already have a well-structured long-term financial plan, talking through any potential problems with us typically provides reassurance and we can address any concerns you may have.

We can provide clients with a more holistic view that considers positive as well as negative factors and provides a sharp focus on potential opportunities. This can bring considerable comfort and peace of mind to clients, with the reassurance of knowing long-term financial plans remain firmly on track.

So, if you’re feeling stressed or anxious about any aspect of your finances please get in touch.

*Money and Mental Health Policy Institute, 2023

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 29/01/2024

Home valuation requests hit a record high at the start of the year

Was your new year’s resolution to move home in 2024? That seems to be the case for many homeowners in the UK, as there were a record number of...

Nurturing Future Financial Experts: Harry’s Work Experience at Citrus Financial

Last week, we had the pleasure of welcoming Harry, a Year 10 student from Tunbridge Wells Grammar School for Boys, to Citrus Financial for his work...

Your Retirement Strategy

How’s your retirement plan coming along? In order to secure financial stability and peace of mind when you stop working, whether you’re nearing...

Stay in the loop

SUBSCRIBE TO OUR MONTHLY NEWSLETTER