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Over the last decade our client focused and knowledgeable approach to financial advice has led to us becoming a trusted voice. We are regularly called upon for expert comment and opinion for across multiple media channels.
In addition, David has established himself as a trusted and influential voice on the media circuit, with regular TV appearances and a weekly slot on BBC radio.
Scammers are becoming increasingly sophisticated in the way they promote fake investment opportunities. A recent article in The Guardian highlighted how fraudsters are creating false news stories that appear to come from trusted publishers. These...
One of the questions we often ask new clients is, “How did you hear about Citrus Financial?” More often than not, the answer is wonderfully simple: “A friend recommended you.”...
With mortgage rates, living costs and the housing market difficult to predict, waiting can feel like the safest option. But when there is no perfect time to make a decision, being prepared may be more...
Lauren Fowler is our Client Services Manager and has worked in financial services since 2016. Having previously been part of the Citrus Financial team, we were delighted to welcome her back in 2021...
We’re delighted to share that Karen Gorbutt and Patricia Harris have both been shortlisted at the Women In Financial Advice Awards 2026. Karen has been shortlisted for Financial Adviser of the Year –...
You may have seen some alarming headlines this week about HMRC introducing a 22% charge on cash held inside stocks and shares ISAs. At first glance, that sounds like a major change to the tax-free...
As we head into the summer holiday season, we wanted to highlight a simple but costly scam that has been catching out tourists abroad. The scam usually happens during an everyday purchase. It could be...
Steve Ody joined Citrus Financial as a Mortgage and Protection Adviser, working alongside Nicky Kirton and Kate Morrish in our growing mortgage and protection team. Steve brings with him more than 30...
Mortgages are rarely out of the headlines, but right now the market feels particularly unsettled. Many people started the year expecting interest rates to fall further. That would have been welcome...
Thank you to everyone who joined us for The Pension Reality Check at Squerryes Winery Restaurant. It was a fantastic evening and a real pleasure to welcome so many guests to such a beautiful venue...
Chris Player is the newest member of our Client Services team, joining Citrus Financial as a Technical Administrator in May 2026. Chris brings a slightly unusual background to the team, having...
Scammers are quick to take advantage when financial rules change. A recent article in The Guardian has highlighted a warning about fraudsters targeting people who are worried about upcoming changes to...
It is one of those things many people know they should look at. Your pension. You may have one from your current employer. Maybe another from a previous job. Possibly more than one. You may be paying...
In the May episode of Citrus Bites, Richard Harris looks at why the UK economy is feeling under pressure again. Over recent months, many expected inflation to continue moving closer to the Bank of...
If you are in your 40s or 50s, there is a good chance you have already started saving for retirement in one form or another. You may have paid into pensions through a number of employers. You may have...
On Sunday, Jenny Brockman joined more than 60,000 runners at the start line of the London Marathon, now officially the largest marathon ever held. By the end of the day, she was one of them who...
Kate Morrish is one of the newest members of the Citrus Financial team, having joined us in 2025. For many clients, Kate is the friendly voice they hear when they phone the office or receive a call to...
Long-term care is one of those topics many families know they should think about, but often put off until a crisis happens. In the latest Citrus Insights, Richard Harris is joined by Roberta Svile...
We’re seeing an increase in scams where criminals impersonate well-known companies to gain access to personal information. One example currently being reported involves fraudsters posing as BT...