In the media
IN THE MEDIA/NEWS2019-12-18T15:26:45+00:00

LATEST NEWS, BLOGS AND MEDIA APPEARANCES

Video – Everything you need to know about buying your first home

You can now catch up on our 'Everything you need to know about buying your first home' webinar. The video guides you through the home buying experience while helping to calm some of the nerves you may have. With the help of our panel of local experts – which includes an estate agent, mortgage & protection adviser, and conveyancer – we start at the beginning, helping you to work out how much you can afford, and how to get [...]

May 26th, 2022|In the news|

Everything you need to know about buying your first home

Buying your first home is an exciting time, but it can be daunting. Our free webinar is intended to guide you through the home buying experience while helping to calm some of the nerves you may have. We’ll take you through the complete process, step-by-step, in the space of your lunch break. With the help of our panel of local experts - which includes an estate agent, mortgage & protection adviser, and conveyancer - we’ll [...]

April 27th, 2022|In the news|

Latest monthly Economic Review available now

Our latest monthly client magazine is available to download now We're pleased to make our latest client magazine available to download. Economic Review of March This month's Economic Review magazine covers a variety of topics including: Bank rate raised again OBR downgrades growth forecast Unemployment below pre-pandemic rate Retail sales decline Market review You can download the magazine here.

April 22nd, 2022|In the news|

April Showers – what do they have to do with investing?

Met Office data shows that April is the month with the most rain showers on average1. It’s due to jet stream movement, pressure systems, and many other variables all interacting - ‘Chaos Theory’ at work2. This makes it very difficult to predict exactly where and when showers will occur, and how long they will last. So, pack your umbrella and your sun hat. It's a similar story with investment markets3. We know with near certainty that they [...]

April 12th, 2022|In the news|

Have you made sure your family is protected from the unexpected?

Have you made sure your family is protected from the unexpected? If the past few years have taught us anything, it’s that we never know what’s around the corner. That’s why now could be the perfect time to reconsider your protection needs. If you don’t currently have protection insurance, the best place to start is to ask yourself these questions: How long could I pay my rent/mortgage and bills for if I lost my income? [...]

March 25th, 2022|In the news|

Spring Budget Statement Summary 2022

Our Spring Budget Statement summary magazine is available to download now Spring Budget Statement Summary We're pleased to make our Spring Budget Statement summary magazine available to download. The Spring Statement was not meant to be a March mini-Budget, despite what many headlines in the days before suggested. Mr Sunak believes in the once-a-year approach to major tax and spending changes, unlike some of his predecessors. However, in 2022, as in 2020 and 2021, events [...]

March 24th, 2022|In the news|

The cost of cash

 “Cash is like oxygen – you want to be sure it’s around, but you don’t need to have excessive amounts of it around” – Warren Buffet. So how much cash should we hold? A couple holding cash ISAs may be missing out on £15,368 of real return over 10 years, Inflation and opportunity cost are factors that impact real returns, and With inflation looking like being at its highest for years, the erosion of value [...]

March 18th, 2022|In the news|

Latest quarterly client magazines

Our latest quarterly client magazines are available to download now We're pleased to make our latest client magazines available to download. Essentially Wealth Magazine This quarter's Essentially Wealth magazine covers a variety of topics including: Resolve to prep your pension with confidence Goodbye greenwashing? Climate disclosures on the corporate agenda How to beat the big freeze More retirees blooming late New regulations to prevent pension scams Inflation-proof your savings Climate change concerns – investors tune [...]

March 17th, 2022|In the news|

David Braithwaite presents cheque to Hospice in the Weald

Managing Director of Citrus Financial, David Braithwaite, presents a cheque to Hospice in the Weald Our Managing Director, David Braithwaite was delighted to award a grant of $4,000 (approx £3,000) to Hospice in the Weald on behalf of the MDRT Foundation. Hospice in the Weald, the chosen charity of Citrus Financial, provides care completely free of charge to patients with a terminal illness, and those important to them, in West Kent and northern East Sussex. [...]

March 3rd, 2022|In the news|

Free webinar

Free webinar: Making sure you don't miss out on valuable tax allowances Each year the government provides valuable tax allowances and reliefs to help you reduce the amount of tax you pay. With the cost of living rising, and most of these allowances expected to stay frozen until at least 2026, it's vital you take advantage of them. With the help of two industry experts, this webinar will go back to the beginning, explaining in [...]

February 25th, 2022|In the news|

Don’t miss out on valuable tax allowances

The rising cost of living means it’s more important than ever not to miss out on valuable tax allowances The past eighteen months have demonstrated how the unexpected can become the norm, and that this new ‘normal’ is changing many of our expectations. With so much to deal with it’s natural to become distracted and lose focus on some of our financial priorities. In the current period of rising inflation and interest rates it’s more [...]

February 21st, 2022|In the news|

We’re recruiting!

Our impressive growth and ambitious plans for the future mean we are now recruiting for the important role of Mortgage Administrator. JOB DESCRIPTION Based near Sevenoaks in Kent, Citrus Financial Management Ltd is a modern and forward-thinking company that provides holistic financial planning advice to private clients across the UK. We believe in being much more than a financial transaction, we take pride in making a positive difference to our clients, employees and wider communities. [...]

February 7th, 2022|Careers|
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