Latest edition of In Focus available now!

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:

  • Do your retirement plans need a new year reboot?
  • The tax year end is fast approaching
  • Global growth in 2023
  • The art of conversation
  • Investing patience is a virtue
  • Scammers’ ‘magic tricks’ – stay one step ahead
  • Take back control – improve your wellbeing
  • Review and rebalance – a worthwhile resolution

We do hope that you find this magazine both interesting and informative. Should you have any queries or require more information on any of the articles or any other financial matter, please do not hesitate to contact us.

You can view previous editions of In Focus here.

You can find interesting and up-to-date financial news on the Quilter website.

Citrus Financial welcomes Elian Lawrence

Citrus Financial is delighted to announce that Elian Lawrence has joined our team of financial advisers. She brings a wealth of knowledge with her and...

Webinar: Spring Budget Breakdown & Tax Year-End Tips

Join us for a FREE webinar on Thursday, March 14th at 12 PM to uncover the secrets of the 2024 Spring Budget and maximize your tax savings before...

Citrus Mortgage Bites – February 2024

Welcome to Citrus Mortgage Bites, our new monthly video covering all things mortgages. Each month Richard Harris, COO at Citrus Financial, will be...