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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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The Bank of England has cut the base rate from 4.75% to 4.5%, marking the third reduction in this cycle. But is this a sign of hope for borrowers, or does it point to deeper economic challenges ahead?...
Did you know that there are billions of pounds in lost pensions across the UK? In this week’s episode, David Braithwaite, Money Mentor, shares expert advice on how to track down pension pots from...
We’re delighted to welcome Phoebe Mills to the Citrus Financial team! Bringing Experience and Expertise Phoebe joins us as a Technical Administrator, bringing over four years of experience in the...
David Parker retires: A fond farewell to a much loved and respected colleague. At Citrus Financial, we believe in celebrating the people who make our team so special, and today, we say goodbye to one...
At Citrus Financial, we take pride in delivering the best possible service to our clients. We’re delighted that our expertise is recognised on a global scale. This week, our very own David Braithwaite...
The arrival of post-Christmas credit card bills can be a stressful reminder of holiday spending, but David Braithwaite, Money Mentor, is here to help you take control of your finances. In this...
The new year has kicked off with a storm of economic news in both the UK and the USA. From inflation concerns to government borrowing and mortgage rate shifts, it’s been a whirlwind start to 2025. In...
As we step into 2025, the ancient saying that ‘change is the only constant’ has never felt more relevant. With ongoing geopolitical shifts, rapid technological advancements, and evolving fiscal...
As a parent, juggling family life, work, and everything in between can make financial planning feel like just one more thing on your ever-growing ‘to do’ list. But spending just a little bit of time...
January can often feel like the gloomiest month of the year, but David Braithwaite, Money Mentor, is here to help you beat the “Blue Monday” blues. In this episode, he shares practical tips on how to...
January can be a tough month financially, with post-Christmas bills and the gloomy winter weather. But David Braithwaite, Money Mentor, is back with a challenge: how to make and save money in just one...
As we step into 2025, many of us are thinking about New Year’s resolutions—whether it’s to lose weight, get fit, or take on a new hobby. But what about our financial fitness? David Braithwaite, Money...
As Christmas approaches, we would like to take this opportunity to thank all our clients and partners for your trust and support throughout 2024. It’s been a pleasure working with you, and we look...
Many over-55s are returning to work or planning to ‘unretire’. Having additional income in retirement is a great idea, but it’s essential to consider the tax implications of this decision to avoid...
As we wrap up the year, the Bank of England has decided to hold interest rates steady at 4.75%. Guest presenter Simon Cockfield walks us through the implications of this decision, shedding light on...
Citrus Financial team had the privilege of handing over 140+ wrapped presents to Anne Ralph and Claire Davison from the amazing local charity, Friends for Families. Thank you for your amazing...
As 2024 draws to a close, Richard from Citrus Financial sat down with Mortgage and Protection Adviser Holly Bettles to unpack the highs and lows of the property market this year. With house prices...
This year’s ‘Board Games for a Brighter Christmas’ appeal has been a phenomenal success, and we have each of you to thank for your incredible generosity. Whether you’re one of our wonderful clients, a...