All the latest news from Citrus Financial
LATEST NEWS
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.
Citrus Financial has been selected for the Citywire New Model Adviser (NMA) Top 100 firms for 2025. It’s our second year in a row in the list, and something we’re incredibly proud of. Citywire New Model Adviser Top 100 Citywire’s Top 100...
According to Barclays’ latest UK Investment Gap report* (September 2025), people in Britain are sitting on more than £600 billion in cash that could be invested. That’s money beyond six months’...
Calm, practical and quietly determined, Jenny Brockman brings a thoughtful and down-to-earth approach to financial planning. After gaining her financial advice qualifications in 2021, she joined...
Two months ago, the Bank of England cut its base rate from 4.25% to 4.0%, following an earlier reduction in May. Many homeowners hoped that would mark the start of a calmer, more predictable period...
For many families, helping a young person learn to drive is a milestone moment, and often an expensive one. But with driving test waiting times across Great Britain stretching to around 22 weeks (and...
Most of us don’t expect serious illness to touch our lives. Especially while we’re in the thick of family life, juggling school runs, work and everything in between. But over the years, I’ve supported...
With the autumn budget just weeks away, Money Mentor David Braithwaite joined BBC Radio Kent to unpack the biggest financial rumours currently making headlines. From potential changes to pension tax...
We’d like to say a huge thank you to everyone who joined us for our recent Inheritance Tax event at Westerham Golf Club. It was the first of this kind for us and we’re delighted it’s...
With colder weather on the way and energy prices creeping up again, Money Mentor David Braithwaite shares practical, money-saving tips to help you keep your home warm without overspending. In this...
We’ve been absolutely delighted by the response to our upcoming Inheritance Tax Trap event. Within just a short time, we reached full capacity of 100 attendees, This is far beyond our expectations. A...
In uncertain times, it’s tempting to delay financial decisions. But with inflation rising again, the UK facing its highest tax burden in decades, and more tax hikes expected in the Autumn Statement...
Online fraud is becoming increasingly sophisticated, and a recent attempt targeting Citrus Financial shows just how convincing these scams can be. Salary diversion fraud, also known as payroll...
Are premium bonds still a good place for your savings — or just a nostalgic gamble? In this episode of The Money Mentor, David Braithwaite breaks down exactly how premium bonds work, their pros and...
As the UK approaches the November 2025 Budget, Chancellor Rachel Reeves faces an uphill battle. Public sector debt has now reached a staggering £3 trillion, with borrowing in August alone hitting...
Uni life is all lectures, late nights and leftover pizza — but a few smart money moves now can save a lot of grief (and cash) later. In this Money Mentor episode, David Braithwaite shares practical...
Sending a child off to university is a huge milestone, and often involves an equally huge shopping trip! But beyond the saucepans, bedding and stationery, there are some important financial...
Inheritance Tax (IHT) has long been one of the most contentious areas of financial planning. With frozen thresholds and rising property values, more families than ever are already being caught in the...
If you live in Kent, you’ve probably heard David Braithwaite’s voice before. As the Money Mentor on BBC Radio Kent, he’s known for making financial topics easy to understand, and fun to listen to. But...
Inheritance Tax (IHT) has always been a hotly debated subject, but it’s now firmly in the spotlight again as the Chancellor looks for ways to raise more money for the Treasury. With potential changes...