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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.

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Why Interest Rates Remain High Despite Falling Inflation: Explained in Citrus Bites

Welcome to Citrus Bites, our monthly video covering the latest economic news for investors. Inflation has finally hit the Bank of England’s 2% target, but interest rates remain stubbornly at 5.25%. In this episode of Citrus Bites, Richard...

Join our team – Technical Administrator

We are looking for a highly motivated and experienced Technical Administrator, with a Level 4 Diploma in Financial Planning, to join our Sevenoaks team.  In this role, you will provide vital support...

Inheritance Tax gifting – a refresher

There are several ways to minimise the amount of Inheritance Tax (IHT) your family pay when you’re gone. In addition to maximising IHT allowances, other planning opportunities include utilising gift...

Inflation has fallen. Is it enough for an interest rate cut?

Welcome to Citrus Bites, our monthly video covering the latest economic news for investors. This month, This month Richard Harris dives into the question on everyone’s mind: when will the Bank...

Citrus Mortgage Bites: Stick or Twist – Should You Wait for Rates to Drop?

https://youtu.be/kjr6J_B3BQM Welcome to Citrus Mortgage Bites, our monthly video covering all things mortgages. This month, Holly and Richard tackle a timely question, “Stick or Twist”:...

We’re finalists for the Money Marketing Awards 2024!

Citrus Financial is thrilled to be shortlisted as a finalist for the ‘Small advice firm of the year’ at the prestigious Money Marketing Awards 2024! What a week! What a week! First, we...

Huge congratulations to Niamh Wilmshurst, Chloe Little, Jenny Brockman, Karen Gorbutt, Patricia Harris and Kelly Dinelli!

We’re thrilled to announce that these amazing members of the Citrus Financial team have all been nominated for the prestigious Professional Adviser Women in Financial Advice Awards 2024! Amazing...

Seek advice before making first-time buyer gifts

Nearly one in five parents and grandparents who helped a family member buy their first home used their own property wealth to do so, new research* has shown, raising concerns that some might be...

Check you have financial security in 2024

The start of a new financial year presents an opportune moment to assess your finances, particularly if recent life changes have come your way. Make sure to prioritise a review of your protection...

Financial challenges impacting women

Have you ever thought about the additional financial challenges faced by women? If not, a new report* has taken a closer look at the reasons that can and are preventing women from accumulating the...

Chipstead Triumph in High-Scoring Final Home Game

Chipstead Under 10s girls, proudly sponsored by Citrus Financial, finished their home campaign in style with a resounding 14-2 victory against Tunbridge Wells. Here’s a review of their final...

Citrus Bites: April 2024 – Responsible Investment

https://youtu.be/hp4jNvQ16x4 Welcome to Citrus Bites, your monthly dose of financial insights from Citrus Financial. This month, Richard Harris provides his usual economic update and we’re...

Living the (retirement) dream

The ultimate retirement dream is actually very simple according to research*. Most respondents to a survey (94%), which questioned 2,000 respondents aged 50 and over on their aspirations for later...

The Hidden Benefits of Life and Critical Illness Policies

Life insurance and critical illness cover are fundamental financial safety nets. They provide peace of mind in the face of life’s uncertainties, protecting your loved ones financially if you...

Citrus Mortgage Bites – March 2024

Welcome to Citrus Mortgage Bites, our monthly video covering all things mortgages. This month, Holly and Richard are joined by Matthew Camber, Managing Director at Countrywide Surveying Services.  The...

Citrus Bites: Post Spring Budget Economic Update with Richard Harris

Looking for insights on the UK economy after the Spring Budget? If you missed our webinar, please take a look at this video which features Richard Harris analysing the latest economic data and growth...

Spring Budget Breakdown & Tax Year-End Tips – Webinar Recording

This webinar recording is your chance to understand the 2024 Spring Budget and make the most of your tax allowances before the April 5th deadline. Hosted by BBC Radio Kent’s Money Mentor, David...

Spring Budget 2024 Summary

Please download below our summary of the Spring Budget delivered by the Chancellor Jeremy Hunt on Wednesday 6 March. DOWNLOAD HERE In what was widely expected to be Mr Hunt’s final Budget ahead of an...

Girls Find Confidence on the Football Pitch

Playing football is more than simply kicking a ball around – for young girls, it can be a powerful tool for building confidence and developing essential life skills. A recent report, “Here for...