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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.
Talking about money might not be your idea of romance, but it’s one of the best things you can do for your relationship. As someone who’s spent over two decades helping people with their finances, I’ve seen how easily couples fall into the same traps...
We’re delighted to announce that Jenny Brockman has now become a Financial Adviser at Citrus Financial. Welcome To The Advice Team Jenny successfully completed the financial advice qualification...
As interest rates hold steady and economic signals continue to shift, our July 2025 Economic Review offers a balanced summary of the key developments from June. Helping you stay informed in a...
Friendly, patient and down-to-earth, Karen Gorbutt puts clients at ease with her caring, no-pressure approach. She takes time to listen and explain things clearly, helping people feel more confident...
At Citrus Financial, protecting our clients’ financial wellbeing means more than just good advice. It also means keeping you informed and safe from evolving cyber threats. A recent article in...
The Bank of England has once again held interest rates at 4.25% . The question is, for how much longer? In the latest episode of Citrus Bites, host Richard Harris gives a quick but insightful look at...
The Citrus Financial team had a fantastic time supporting Chipstead FC at their annual Presentation Day on Saturday 14th June, and what a day it was! Kicking things off bright and early at 8:00am, we...
Stay Informed: Download Our Latest Economic Review DOWNLOAD HERE As the UK economy continues to balance growth, inflation, and interest rate uncertainty, our June 2025 Economic Review provides a clear...
DOWNLOAD HERE May Property Update: Download the Latest Residential Property Review As the property market adjusts to changing tax rules, interest rates, and buyer sentiment, our May 2025 Residential...
We would like to introduce you to Nicky Kirton, our Mortgage and Protection Adviser. With a financial services career spanning over 30 years, Nicky combines deep technical knowledge with a genuine...
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...
In the latest edition of Citrus Bites, Richard Harris takes a whistle-stop tour through the state of the UK economy. The numbers are more surprising than you might expect. Despite a new spike in...
At Citrus Financial, we pride ourselves on looking after our clients’ financial wellbeing. That includes keeping you informed about potential scams. We recently learned that someone known to us was...
At Citrus Financial, your feedback has always been at the heart of the service we provide. It helps us understand what we’re doing well, and where we can do even better. Until now, we’ve used a...
DOWNLOAD HERE Stay Informed: Download Our Latest Economic Review The UK economy is navigating a complex landscape of falling inflation, rising household costs, and shifting business confidence. Our...
In March, the Financial Conduct Authority (FCA) issued a statement that could have major implications for the mortgage market, especially for first-time buyers and home movers. The FCA revealed that...
DOWNLOAD HERE March Property Update: Download the Latest Residential Property Review The UK housing market continues to shift, with affordability pressures, regional differences, and tax changes...
Looking for easy ways to save money around the house? In this week’s episode of The Money Mentor, David Braithwaite shares a collection of practical money-saving hacks to help you cut costs without...
How much money will you need in retirement? It sounds like a simple question but for many people, the answer is anything but clear. In fact, a 2023 study by Scottish Widows* found that only one in...