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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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We are thrilled to announce that Citrus Financial has been shortlisted for the Adviser Firm of the Year – South East at the Professional Adviser Awards 2025. Being named alongside nine outstanding...
At Citrus Financial, our partnership with Chipstead Football Club has always been about more than just sponsorship. It’s about supporting a community that shares our values of kindness and generosity...
As parents, we want to give our children every advantage in life. From ensuring they have the best education to helping them navigate the complexities of growing up, we strive to prepare them for a...
Our latest Residential Property Review magazine is available now. Stay informed about the latest developments in the UK housing market with our Residential Property Review Newsletter for November...
At Citrus Financial, we’re proud to announce that we’ve been included in the Citywire New Model Adviser Top 100, a prestigious list celebrating the very best of the UK’s financial advice community...
https://youtu.be/hEBZvbp7UCM In this special edition of Citrus Insights, Richard Harris sits down with Anne Ralph, trustee of the charity Friends for Families, to discuss the importance of our annual...
Our latest Economic Review magazine is available now. Stay ahead of the latest economic trends with our November Economic Review, which takes a detailed look at the major financial developments from...
In the latest episode of Citrus Insights, Richard Harris dives into two major developments impacting the investment landscape: the Labour budget in the UK and the surprising election of Donald Trump...
In the latest episode of Citrus Mortgage Bites, mortgage experts Richard Harris and Holly Bettles dive into the recent changes in stamp duty thresholds and how you can potentially save thousands by...
Please find blow a link to our summary of the Autumn Budget delivered by the Chancellor, Rachel Reeves, on Wednesday 30 October. VIEW OR DOWNLOAD HERE In presenting Labour’s widely anticipated first...
The highly anticipated Autumn Budget 2024 has arrived, marking the first budget from a Labour government in over 14 years. In this special episode of Citrus Bites, host Richard Harris unpacks the key...
As adults, many of us have learned about money the hard way—through debt, overcharging by banks, and mishandled loans. But how can we ensure our children and grandchildren avoid these pitfalls and...
As the cost of living crisis continues to impact families across the country, this Christmas is set to be especially difficult for children in our community. Despite being generally considered as a...
If you’re a first-time homebuyer, don’t make any decisions until you watch the latest episode of Citrus Mortgage Bites. In this must-see episode, hosts Richard Harris and Holly Bettles tackle...
As more of us turn to online banking and digital tools to manage our finances, the risk of falling victim to financial scams has never been greater. Scammers are becoming increasingly sophisticated in...
Subscription services are everywhere these days – gym memberships, streaming platforms, meal kits, and more. While they seem like an affordable way to access services, they can quickly add up if...
Our latest Residential Property Review magazine is available now. As the property market continues to evolve, it’s essential to stay informed about the latest trends and developments. Our Residential...
Nearly one in ten adults are termed ‘magpie’ investors. According to recent research*, these individuals invest in luxury items in the hope of seeing an increase in value and attractive returns. The...