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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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How to Save Big on Car Insurance: Tips from Money Mentor David Braithwaite

Car insurance can feel like an unavoidable expense, but did you know that shopping around could save you hundreds? In this week’s episode of The Money Mentor, David Braithwaite shares practical advice...

May Property Insights: Download the Latest Residential Property Review

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...

Meet the Team: Nicky Kirton

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...

UK Inflation Is Back Up. But So Is Consumer Spending. What’s Going On?

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...

“Hi Mum” – The WhatsApp Scam That’s Catching People Out

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...

Why Saving is So Hard & What You Can Do About It | Money Mentor with David Braithwaite

Saving money has become increasingly difficult for many, especially with the ongoing rise in living costs. In this episode of The Money Mentor, David Braithwaite, Money Mentor, addresses the real...

We’ve Updated Our Client Feedback Process – Here’s Why It Matters

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...

May Economic Update: Download the Latest Economic Review

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...

Good News for Homebuyers: Lending Rules Are Easing

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...

April Property Update: Download the Latest Residential Property Review

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...

Money-Saving Hacks for Your Home: Simple Tips to Cut Costs

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 Will You Actually Need to Retire? (And Are You on Track?)

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...

What Trump’s Tariffs Mean for Investors: Insights from Lindsay James

In our latest episode of Citrus Insights, Richard Harris speaks to Lindsay James, Investment Strategist at Quilter Investors and a regular commentator on Sky News and CNBC. With global markets shaken...

Should You Do Something When Markets Drop? Behavioural Economist Mark Pittaccio Explains Why That Instinct Could Cost You

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...

Easter Eggs & Budget Brands: Can You Save by Switching?

This Easter, David Braithwaite, Money Mentor, is on a mission to help you save on your chocolate indulgences. In this episode, David conducts a taste test between well-known Easter egg brands and...

Can You Afford a Holiday This Year? Tips for a Budget-Friendly Break

Are you dreaming of a holiday but worried about the cost? In this week’s episode of The Money Mentor, David Braithwaite shares expert advice on how to plan an affordable getaway. While the cost of...

April Economic Update: Download the Latest Economic Review

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...

Avoiding Supermarket & Online Shopping Traps: Tips from David Braithwaite, Money Mentor

This week, David Braithwaite, Money Mentor, uncovers the clever techniques that supermarkets and online retailers use to get us to spend more. Whether it’s through store layout, pricing tricks, or...

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