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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.
Kelly Dinelli has had a front-row seat to the growth of Citrus Financial, and played a huge part in making it happen. When she joined in 2012, there were just five people in the business and David was its only financial adviser. Today, as Operations...
It’s been a very good week for professional development at Citrus, with both Kate Morrish and Daniel Bell celebrating exam success. Kate has passed her R01 Financial Services, Regulation and Ethics...
How much will you actually need to retire comfortably? It sounds like a straightforward question. In reality, it can be surprisingly difficult to answer. You might have several pensions accumulated...
Inheritance Tax has rarely generated as many questions as it does today. Our recent Inheritance Tax events have proved extremely popular, and it’s easy to understand why. Changes to the way pensions...
Interest rates are rising in several major economies. So why has the Bank of England decided to hold Bank Rate at 3.75%? That’s the question Richard Harris tackles in the latest Citrus Bites, as...
Buying your first home is exciting, but knowing where to start can be difficult. This October, we’re bringing together a mortgage adviser, estate agent and property solicitor for a free evening...
Richard Harris will be a familiar face to many Citrus clients as the host of Citrus Bites, Mortgage Bites and Citrus Insights. But there’s plenty more to Richard than what you see on camera. From a...
Higher oil prices, conflict in the Middle East and concerns about government borrowing might not sound like the ingredients for an upbeat economic update. But look beyond the headlines and there are...
Starting university is exciting. For parents, it can also feel like a big moment of adjustment. Your son or daughter may be leaving home, managing their own schedule, making new friends and, very...
Many prospective first-time buyers assume their deposit is too small or their income will not allow them to borrow enough. Nicky Kirton explains why it may be worth checking your position before...
Bank Rate is an important influence on mortgage pricing, but it is not the only one. Steve Ody explains why lenders can increase fixed mortgage rates even when the Bank of England decides to leave...
If you’ve been following the latest Bank of England announcement, you may be wondering what it means for your mortgage. The Bank Rate has remained at 3.75%, but that doesn’t necessarily...
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...
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...