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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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Listen Now: David Braithwaite, The Money Mentor, Discusses Credit Cards

Join David Braithwaite, The Money Mentor, every Monday afternoon on BBC Radio Kent’s Dominic King Show. Listen here Tune in to BBC Radio Kent ‘The Money Mentor’, financial adviser...

Citrus Financial welcomes Chloe Little

Citrus Financial is pleased to announce the permanent appointment of Chloe Little as a Client Services Administrator. If you’ve visited our office recently, you’re sure to recognise Chloe...

Paying a mortgage in retirement

Much ink is spilled discussing the difficulties that young people face to get onto the housing ladder. At the other end of the spectrum, a growing number of people now expect to be paying their...

It’s good to talk

A pandemic closely followed by a cost-of-living crisis has undoubtedly created a challenging financial backdrop for us all, potentially heightening money-related anxiety. At times like these, it’s...

Citrus Mortgage Bites – January 2024

Welcome to Citrus Mortgage Bites, our brand new monthly video covering all things mortgages. Each month Richard Harris, COO at Citrus Financial, will be joined by Holly Bettles, our wonderful mortgage...

Time for a midlife (financial) MOT?

In the grand scheme of life, your 40s and 50s can be a unique and pivotal period. It’s when you’ve accumulated a wealth of experience, both personally and professionally, but it’s...

Quilter Investors Global Outlook 2024

2023 saw global equity markets shrug off inflation, a cost-of-living crisis, interest-rate hikes, and rising geopolitical tensions to deliver double-digit returns, while bond markets also delivered...

January Residential Property Review newsletter – available now!

Our latest Residential Property Review magazine is available now. The decision from many mortgage lenders to reduce rates seems to have had the desired effect, as buyer interest has noticeably...

Monthly Economic Review newsletter – available now!

Our latest Economic Review magazine is available now. This month’s Economic Review includes: On 13 December, the Bank of England’s Monetary Policy Committee (MPC) voted by a six to three majority to...

December Residential Property Review newsletter – available now!

Our latest Residential Property Review magazine is available now. According to Zoopla, sellers accepted an average discount of £18,000 on their property sale in November 2023 – the highest average...

Citrus Bites – December 2023

For December’s Citrus Bites, Richard Harris is joined by the wonderful Holly Bettles, Mortgage & Protection adviser at Citrus Financial. Richard takes a look back at 2023. Comparing the...

Investors – what does the Dividend Allowance cut mean for you?

With the government on a mission to raise more income from taxes, understanding the full impact of fiscal changes on investments has arguably never been so critical. One area that has been subject to...

Pension boost following removal of lifetime allowance

A recent survey* has revealed the dramatic impact that Chancellor Jeremy Hunt’s decision to scrap the pension Lifetime Allowance (LTA), made several months ago, is having on people’s retirement...

Is it time to remortgage?

Remortgaging means changing your existing mortgage to a new deal, either with a new lender or the same one. With every penny being crucial, switching to a new deal could save you a considerable...

Thank you to everyone who donated a board game

We would like to say a huge thank you on behalf of Citrus Financial and Friends for Families, for all the amazing board games we received! We have been inundated. We know that it’s tough for...

Thank you Chipstead FC!

We were delighted to have two VIP guests in our office on Monday evening. Two superstars from the Chipstead U10 girls team brought a mountain of board games with them. The games were generously...

Listen Now: David Braithwaite, The Money Mentor, Demystifies Energy Bills on BBC Radio Kent

Join David Braithwaite, The Money Mentor, every Monday morning on BBC Radio Kent’s Dominic King Show. Listen here Tune in to BBC Radio Kent as financial adviser David Braithwaite, also known as...

Citrus Financial welcomes Jennifer Brockman

Citrus Financial is pleased to announce the appointment of Jennifer Brockman who is working her way to become a Financial Adviser. Jennifer already has more than seven years’ experience of the...