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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’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...
We are thrilled to present the latest episode of Citrus Insights, featuring an exclusive interview with the brilliant Lindsay James, Investment Strategist and media spokesperson at Quilter Investors...
Home owners and insurers a like are feeling the impact of the winter storms, as the average home insurance premium increased by 4% in the final quarter of 2023*. A stormy winter The last three months...
After six weeks of campaigning we finally know the result of the election. So, how will a Labour win impact our finances. In our latest Citrus Bites video, “What does the election mean for your...
Thinking about buying a home? The housing market can be a complex beast, and navigating it as a buyer, especially for the first time, can feel daunting. But fear not! This episode of Citrus Insights...
Feeling overwhelmed by finances as a busy mum? You’re not alone! This video is for all the amazing mums out there who juggle a million things. We know finances can easily get pushed aside, but...
The latest episode of Citrus Mortgage Bites is packed with valuable advice for anyone looking to buy a home or remortgage their existing property. Richard Harris and Holly Bettles, our Mortgage and...
Did you know that 64 countries are due to hold elections this year (including India, Brazil, the US and the UK)? Some of these elections carry significant global implications and, depending on their...
In the first ten months of the 2023/24 financial year, HMRC collected £6.3bn in IHT receipts, £0.4bn more than the same period the previous fiscal year. This represents a 6.8% rise year-on-year and...
The advent and development of artificial intelligence (AI) is exciting and intriguing, and seems to be permeating everyday life, from virtual assistants like Siri and Alexa, to opening your phone with...
Welcome to Citrus Bites, our monthly video covering the latest economic news for investors. Inflation has finally hit the Bank of England’s 2% target, but interest rates remain stubbornly at...
There are several ways to minimise the amount of Inheritance Tax (IHT) your family pay when you’re gone. In addition to maximising IHT allowances, other planning opportunities include utilising gift...
Welcome to Citrus Bites, our monthly video covering the latest economic news for investors. This month, This month Richard Harris dives into the question on everyone’s mind: when will the Bank...
https://youtu.be/kjr6J_B3BQM Welcome to Citrus Mortgage Bites, our monthly video covering all things mortgages. This month, Holly and Richard tackle a timely question, “Stick or Twist”:...
Citrus Financial is thrilled to be shortlisted as a finalist for the ‘Small advice firm of the year’ at the prestigious Money Marketing Awards 2024! What a week! What a week! First, we...
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...