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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.
As the end of the tax year approaches, it’s a good time to pause and check whether you’ve made the most of the allowances available to you. Miss them, and in many cases they’re gone for good. The tax year ends on 5 April, and while that date comes...
House prices, interest rates, buy-to-let changes, government targets — there’s always plenty of noise around the UK property market. But what’s actually happening beneath the headlines? In the latest...
For many parents and grandparents, a Junior ISA feels like a brilliant idea in theory, but slightly nerve-wracking in practice. The tax advantages are clear. The long-term growth potential is...
Phoebe Mills joined Citrus Financial in January 2025, bringing more than four years’ experience in financial services. Having achieved her Diploma in Regulated Financial Planning in 2023, and...
We were delighted to welcome so many clients and guests to our Inheritance Tax Trap event at Salomons Estate. The turnout was fantastic, and we loved the level of engagement throughout the morning...
We’ve been absolutely delighted by the response to our upcoming Inheritance Tax event in Tunbridge Wells on Tuesday 3 February. The event has now reached full capacity, and all available places have...
You get home after a long journey and remember you still need to pay the Dart Charge for crossing the Dartford Crossing. A quick online search, a few taps on your phone, and the £3.50 payment is...
This year, Jenny Brockman, one of our advisers at Citrus Financial, is taking on a huge personal challenge… running the London Marathon. It will be Jenny’s first marathon, and training is...
With markets once again dominated by headlines about geopolitics, interest rates and global uncertainty, it can be difficult to separate meaningful signals from day-to-day noise. In the latest episode...
Warm, experienced and endlessly approachable, Elian Lawrence is the kind of adviser clients stick with for life. With over 37 years in financial services, she brings deep expertise to every meeting...
The start of a new year often brings good intentions, eat better, declutter, get organised. But while many people think about sorting their finances, it’s easy to put off. Life’s busy, the cost of...
As the year draws to a close, the team at Citrus Financial would like to take a moment to thank you for your continued support throughout 2025. It’s been another busy year, and we’re very grateful for...
You receive a voicemail from your son or daughter. They sound panicked. They say they’ve been in an accident and urgently need money. You can hear the stress in their voice — and it really does sound...
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...
The Bank of England has cut the Base Rate from 4% to 3.75%, the lowest level in around three years. While the move had been widely expected, the decision was finely balanced, passing by a narrow 5–4...
The Chancellor’s speech only ever tells part of the story. The real details, things that could genuinely affect your finances, sit in the documents published afterwards. Our full Budget Summary...
Each year we support Friends for Families, a wonderful local charity helping families in the Sevenoaks area who are facing real financial hardship. When Children’s Services identify a family needing...
We’re delighted to share that Citrus Financial has received three significant pieces of recognition across the profession. Celebrating both the strength of our team and the contribution we make to...
Experienced, meticulous and quietly confident, Mark Burroughs is a highly valued member of the Citrus Financial team. With over 25 years’ experience in financial services, including a fast-paced...