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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.
In this latest episode of Citrus Insights, Richard Harris is joined by behavioural economist Mark Pittaccio to explore one of the most common (and costly) investor experiences: the emotional reaction to market dips. Markets have wobbled recently, and...
DOWNLOAD HERE Stay Informed: Download Our Latest Economic Review Economic uncertainty continues to dominate the headlines – but understanding the latest trends can help you feel more in control of...
At Citrus Financial, we love discovering the hidden talents of our team, and our very own Karen Gorbutt has certainly impressed us with hers. Hidden Talents Alongside her role as a brilliant financial...
If you’re like many people, retirement planning sits somewhere between “I know I should think about it” and “I’ll get to it when life calms down.” But life rarely does calm down, does it? Whether...
The 2025 Spring Statement has landed – but what does it actually mean for your finances? In the latest episode of Citrus Bites, filmed on the day of the announcement, Citrus Financial’s Richard...
Money can be a tricky subject, especially when it comes to family. Many of us avoid talking about financial planning with our loved ones, often for fear of causing a conflict. In fact, 10% of wealthy...
In this week’s episode of The Money Mentor, David Braithwaite breaks down a critical opportunity for anyone approaching retirement: filling gaps in your state pension records before April 5th. If...
DOWNLOAD HERE March Property Update: Download the Latest Residential Property Review This month’s Residential Property Review – March 2025 is packed with key updates and insights for anyone interested...
In this episode of The Money Mentor, David Braithwaite dives into the delicate topic of lending money to loved ones. Whether you’re borrowing or lending, money can complicate relationships...
Location: Near Sevenoaks, KentSalary: £26,000 – £30,000 (dependent on experience) + yearly incentive schemeHybrid working available (minimum four days per week in the office after...
The 2024/25 tax year-end deadline is fast approaching on 5th April, which means time is running out to take advantage of the valuable allowances and tax-efficient opportunities available to you...
Loyalty cards have become a ubiquitous part of our shopping habits, but do they really offer value? In this week’s Money Mentor episode, David Braithwaite explores the world of loyalty programs and...
DOWNLOAD HERE Stay Informed: Download Our Latest Economic Review With interest rates falling, inflation rising, and economic growth remaining uncertain, keeping up to date with financial trends is...
DOWNLOAD HERE Boost Your Property Knowledge: Download Our Latest Residential Property Review The UK housing market is buzzing with activity, and our latest Residential Property Review – February 2025...
The tax year-end deadline on 5th April is fast approaching, which means there’s still time for grandparents to make a meaningful financial difference to their children and grandchildren. Whether it’s...
With inflation ticking back up and interest rates hanging in the balance, February has been full of economic uncertainty. In this edition of Citrus Bites, Richard Harris dives into the latest...
If you’re looking to stretch your budget, David Braithwaite, Money Mentor, has you covered with a series of quick money-saving hacks that could save you hundreds of pounds a year. In this week’s...
With the end of the tax year fast approaching, now’s the perfect time to check in on your finances and make sure you’re making the most of your allowances. Here are five simple but important things to...
Half-term is here, and if you’re looking for fun ways to keep your kids entertained without breaking the bank, David Braithwaite, Money Mentor, has got you covered. In this episode, David shares a...