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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.
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 nature of ISAs. But the key point is this: the...
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...
Join a friendly team and play a key role in looking after our clients Citrus Financial is looking for a friendly, confident and organised Client Services Administration Assistant to join our team near...
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...
With the London Marathon now just a few weeks away, many of you will know that our own Jenny Brockman is in the final stretch of her training. And it’s safe to say, it’s getting real. Long runs, early...
We’re seeing increasing reports of a new type of scam, one that doesn’t always look like a scam at first. Often, it starts with a simple message, a shared interest, or a friendly conversation online...
Behind every client communication, article, video and event at Citrus is Simon Cockfield. As Marketing Manager, Simon helps make sure clients feel informed, reassured and clear about what’s...
We’re delighted to share that Citrus Financial has been named Adviser Firm of the Year – South East 2026 at the Professional Adviser Awards. It’s a proud moment for the whole team and recognition of...