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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 Christmas approaches, we would like to take this opportunity to thank all our clients and partners for your trust and support throughout 2024. It’s been a pleasure working with you, and we look forward to continuing our journey together in the...
Many over-55s are returning to work or planning to ‘unretire’. Having additional income in retirement is a great idea, but it’s essential to consider the tax implications of this decision to avoid...
As we wrap up the year, the Bank of England has decided to hold interest rates steady at 4.75%. Guest presenter Simon Cockfield walks us through the implications of this decision, shedding light on...
Citrus Financial team had the privilege of handing over 140+ wrapped presents to Anne Ralph and Claire Davison from the amazing local charity, Friends for Families. Thank you for your amazing...
As 2024 draws to a close, Richard from Citrus Financial sat down with Mortgage and Protection Adviser Holly Bettles to unpack the highs and lows of the property market this year. With house prices...
This year’s ‘Board Games for a Brighter Christmas’ appeal has been a phenomenal success, and we have each of you to thank for your incredible generosity. Whether you’re one of our wonderful clients, a...
We are thrilled to announce that Citrus Financial has been shortlisted for the Adviser Firm of the Year – South East at the Professional Adviser Awards 2025. Being named alongside nine outstanding...
At Citrus Financial, our partnership with Chipstead Football Club has always been about more than just sponsorship. It’s about supporting a community that shares our values of kindness and generosity...
As parents, we want to give our children every advantage in life. From ensuring they have the best education to helping them navigate the complexities of growing up, we strive to prepare them for a...
Our latest Residential Property Review magazine is available now. Stay informed about the latest developments in the UK housing market with our Residential Property Review Newsletter for November...
At Citrus Financial, we’re proud to announce that we’ve been included in the Citywire New Model Adviser Top 100, a prestigious list celebrating the very best of the UK’s financial advice community...
https://youtu.be/hEBZvbp7UCM In this special edition of Citrus Insights, Richard Harris sits down with Anne Ralph, trustee of the charity Friends for Families, to discuss the importance of our annual...
Our latest Economic Review magazine is available now. Stay ahead of the latest economic trends with our November Economic Review, which takes a detailed look at the major financial developments from...
In the latest episode of Citrus Insights, Richard Harris dives into two major developments impacting the investment landscape: the Labour budget in the UK and the surprising election of Donald Trump...
In the latest episode of Citrus Mortgage Bites, mortgage experts Richard Harris and Holly Bettles dive into the recent changes in stamp duty thresholds and how you can potentially save thousands by...
Please find blow a link to our summary of the Autumn Budget delivered by the Chancellor, Rachel Reeves, on Wednesday 30 October. VIEW OR DOWNLOAD HERE In presenting Labour’s widely anticipated first...
The highly anticipated Autumn Budget 2024 has arrived, marking the first budget from a Labour government in over 14 years. In this special episode of Citrus Bites, host Richard Harris unpacks the key...
As adults, many of us have learned about money the hard way—through debt, overcharging by banks, and mishandled loans. But how can we ensure our children and grandchildren avoid these pitfalls and...
As the cost of living crisis continues to impact families across the country, this Christmas is set to be especially difficult for children in our community. Despite being generally considered as a...