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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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Did you know, your pension isn’t just a retirement savings pot? It’s also an effective tool to help support future generations. In addition to ensuring your financial certainty when you finish...
In the latest episode of our Citrus Bites series, Richard breaks down the Bank of England’s decision to leave interest rates unchanged at 5%. While recent rate cuts have come from both the European...
Managing your money effectively often comes down to how you spend and what influences your spending habits. David Braithwaite, Money Mentor for BBC Radio Kent, recently shared practical tips on how to...
The Westerham Horticultural Society Autumn Show, held on a sunny September 14th, was a huge success, with Citrus Financial proudly sponsoring the ‘Plot to Plate’ award. This unique...
The team is getting ready to attend the Money Marketing Awards 2024 tonight. We’re eagerly awaiting the results, having been shortlisted as one of six national finalists for the Small Advice...
Our latest Economic Review magazine is available now. Catch up on the key economic updates from August with our latest Economic Review. Our September edition covers critical financial stories that...
Students heading off to university are full of excitement, but they also face financial risks. In his role as Money Mentor on BBC Radio Kent, David Braithwaite recently addressed the various scams...
Welcome to another episode of Citrus Mortgage Bites! In this edition, Richard Harris and mortgage expert Holly Bettles provide essential guidance on how to get back on the housing ladder after a...
Winter may be a few months away, but now is the perfect time to prepare your home and finances. Recently, on BBC Radio Kent, David Braithwaite shared advice on how to cut energy costs and check your...
Summer is here, the days are at their longest and your property dreams may be closer than you think! Whether you’re hoping to move up, down or onto the ladder, with a little preparation, you can be...
After a long, bleak winter and a rainy spring, summer not only brings hope of sunnier days but also hope of a better financial future. With inflationary pressures receding and the economy showing...
At Citrus Financial, we understand the frustrations that come with disappointing customer service. Whether it’s being stuck in an endless phone queue, being left on hold, unable to speak to a...
Our latest Economic Review magazine is available now. Explore the key financial updates from July in our August Economic Review. This edition covers the latest economic developments that could shape...
As we move through the second half of 2024, the financial markets have been anything but calm. Headlines like “Market Madness,” “Crash,” and “Bloodbath” have...
Was your new year’s resolution to move home in 2024? That seems to be the case for many homeowners in the UK, as there were a record number of requests for in-person property valuations in January*...
Last week, we had the pleasure of welcoming Harry, a Year 10 student from Tunbridge Wells Grammar School for Boys, to Citrus Financial for his work experience. We set Harry a challenging project: to...
How’s your retirement plan coming along? In order to secure financial stability and peace of mind when you stop working, whether you’re nearing retirement, or you still have many years of your...
When was the last time you reviewed your life insurance policy? It might not be easy to think about what will happen when you’re gone, but it is important to make sure your cover is still relevant for...