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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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We believe in the power of personal recommendations

At Citrus Financial, we strive to provide exceptional financial advice to our clients. We believe that the best way to reach more individuals who can benefit from our expertise is through personal...

Webinar – The Economic Storm & Mortgage Time Bomb: How to Protect Your Financial Future

Join us for an exclusive webinar as we navigate the challenges faced by the UK economy in the midst of an economic storm and the imminent threat of what’s been described as a ‘mortgage time-bomb’. The...

We’re always keen to speak to good people

Even if we don’t currently have the perfect role advertised, we’re always interested in hearing from talented people who share our values and enjoy working with clients. Citrus Financial is a growing...

Monthly Economic Review newsletter – available now!

Our latest Economic Review magazine is available now. This month’s Economic Review includes: Revised projections released last month by both the Bank of England and International Monetary Fund suggest...

Citrus Bites – Monthly Financial Video Update – June 2023

Presented by Richard Harris, our June edition of Citrus Bites covers the latest UK inflation figures, the 13th consecutive interest rate rise from the Bank of England, plus an exclusive interview with...

June Residential Property Review newsletter – available now!

Our latest Residential Property Review magazine is available now. This month’s Residential Property Review includes: Releases from Savills show a mixed picture with the UK Housing Market Update...

Between the lines – June 2023

All investors use insights, trends, and data from across the globe to help them make decisions. Between the lines is an easy way for you to understand how a current topic might be impacting markets...

Citrus Bites – Monthly Financial Video Update – May

Presented by Richard Harris, our May edition of Citrus Bites covers the US debt ceiling and what it could mean for the UK, the ongoing issue of high inflation, and an update on the mortgage market...

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