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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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Online fraud is becoming increasingly sophisticated, and a recent attempt targeting Citrus Financial shows just how convincing these scams can be. Salary diversion fraud, also known as payroll...
Are premium bonds still a good place for your savings — or just a nostalgic gamble? In this episode of The Money Mentor, David Braithwaite breaks down exactly how premium bonds work, their pros and...
As the UK approaches the November 2025 Budget, Chancellor Rachel Reeves faces an uphill battle. Public sector debt has now reached a staggering £3 trillion, with borrowing in August alone hitting...
Uni life is all lectures, late nights and leftover pizza — but a few smart money moves now can save a lot of grief (and cash) later. In this Money Mentor episode, David Braithwaite shares practical...
Sending a child off to university is a huge milestone, and often involves an equally huge shopping trip! But beyond the saucepans, bedding and stationery, there are some important financial...
Inheritance Tax (IHT) has long been one of the most contentious areas of financial planning. With frozen thresholds and rising property values, more families than ever are already being caught in the...
If you live in Kent, you’ve probably heard David Braithwaite’s voice before. As the Money Mentor on BBC Radio Kent, he’s known for making financial topics easy to understand, and fun to listen to. But...
Inheritance Tax (IHT) has always been a hotly debated subject, but it’s now firmly in the spotlight again as the Chancellor looks for ways to raise more money for the Treasury. With potential changes...
Retirement isn’t what it used to be — and that’s a good thing. In this Money Mentor episode, David Braithwaite talks about how retirement has evolved from the traditional “gold watch on Friday...
Fraudsters are getting slick — but you can stay one move ahead. In this Money Mentor episode, David Braithwaite shares the latest scam tactics (spoofed phone numbers, “update your payment” emails...
The Bank of England has announced its latest decision — cutting the base rate from 4.25% to 4%. While widely expected by economists, the result was far from straightforward, with the Monetary Policy...
HMRC figures* show the 2024/25 tax year saw a record £8.2bn raised in IHT, a £800m increase on the previous tax year. The new tax year kicked off in the same vein with the Treasury collecting £780m in...
One in six people with a partner are unsure who would inherit their pension savings if they were to die before accessing them*. While the majority – 65% – have nominated their spouse or partner as...
Calm, insightful and highly respected, Craig Brady is a key part of the Citrus Financial team. With a first-class Economics degree, a sharp analytical mind and a natural ability to explain complex...
A recent BBC Panorama investigation has thrown a spotlight on a worrying, and illegal, practice in the UK property market: conditional selling by estate agents. If you’re planning to buy or sell a...
If you’re an Amazon Prime subscriber, you’re probably used to the annual charge for your membership. But now fraudsters are exploiting this familiarity with a new scam designed to trick you into...
Talking about money might not be your idea of romance, but it’s one of the best things you can do for your relationship. As someone who’s spent over two decades helping people with their finances...
We’re delighted to announce that Jenny Brockman has now become a Financial Adviser at Citrus Financial. Welcome To The Advice Team Jenny successfully completed the financial advice qualification...