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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’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...
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...
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...
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 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...
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...
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...
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...
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...
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...
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...
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...
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...
Happy World Book Day! Here at Citrus Financial, we love a good book just as much as we love helping you with your finances. To celebrate this special day, we asked our team for their top 10 book...
The Chancellor announced his Spring Budget on Wednesday 6th April 2024. Positioned as a budget for growth it reflected the fiscal tightrope the Chancellor is treading. The main headlines The optimism...
Citrus Financial is delighted to announce that Elian Lawrence has joined our team of financial advisers. She brings a wealth of knowledge with her and has very generously allowed us to mention that...
Join us for a FREE webinar on Thursday, March 14th at 12 PM to uncover the secrets of the 2024 Spring Budget and to make the most of your tax allowances before April 5th. Join our webinar Join our...
Welcome to Citrus Mortgage Bites, our new monthly video covering all things mortgages. Each month Richard Harris, COO at Citrus Financial, will be joined by Holly Bettles, our wonderful mortgage and...