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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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Investors – what does the Dividend Allowance cut mean for you?

With the government on a mission to raise more income from taxes, understanding the full impact of fiscal changes on investments has arguably never been so critical. One area that has been subject to...

Pension boost following removal of lifetime allowance

A recent survey* has revealed the dramatic impact that Chancellor Jeremy Hunt’s decision to scrap the pension Lifetime Allowance (LTA), made several months ago, is having on people’s retirement...

Is it time to remortgage?

Remortgaging means changing your existing mortgage to a new deal, either with a new lender or the same one. With every penny being crucial, switching to a new deal could save you a considerable...

Thank you to everyone who donated a board game

We would like to say a huge thank you on behalf of Citrus Financial and Friends for Families, for all the amazing board games we received! We have been inundated. We know that it’s tough for...

Thank you Chipstead FC!

We were delighted to have two VIP guests in our office on Monday evening. Two superstars from the Chipstead U10 girls team brought a mountain of board games with them. The games were generously...

Listen Now: David Braithwaite, The Money Mentor, Demystifies Energy Bills on BBC Radio Kent

Join David Braithwaite, The Money Mentor, every Monday morning on BBC Radio Kent’s Dominic King Show. Listen here Tune in to BBC Radio Kent as financial adviser David Braithwaite, also known as...

Citrus Financial welcomes Jennifer Brockman

Citrus Financial is pleased to announce the appointment of Jennifer Brockman who is working her way to become a Financial Adviser. Jennifer already has more than seven years’ experience of the...

Citrus Bites – Autumn Statement 2023

The Chancellor announced his Autumn Statement on Wednesday 22nd November. As expected, tax cuts took most of the headlines, with a reduction in National Insurance and a range of measures for...

Investing to achieve your long-term financial goals

After more than a decade of putting up with low returns on cash savings, the substantial increase in rates over the past two years has been welcomed by savers, but it’s important not to rely too...

Protection is for the tough times

It can be tempting to cancel your protection when times are tough and you’re tightening the purse strings. But removing the vital support that protection cover offers might not be the wisest move...

Between the lines – November 2023

All investors use insights, trends, and data from across the globe to help them make decisions. Between the lines is an easy way for you to understand how a current topic might be impacting markets...

Listen Now: David Braithwaite, The Money Mentor, Shares Tips on Saving Money for Christmas

Join David Braithwaite, The Money Mentor, every Monday morning on BBC Radio Kent’s Dominic King Show. Listen here Join financial adviser David Braithwaite, popularly known as ‘The Money...

An interview with Shona Campbell

We thought this powerful interview with the wonderful Shona Campbell was too important not to share on its own. Richard Harris interviews Shona Campbell, co-founder and Chair of Trustees for Friends...

Citrus Bites – November 2023

This month Richard Harris is joined by the amazing Shona Campbell, Chair of Trustees for Friends for Families, for the latest edition of Citrus Bites. The monthly economic update from Citrus...

Listen Now: David Braithwaite, The Money Mentor, Discusses Financial Scams on BBC Radio Kent

Join David Braithwaite, The Money Mentor, every Monday morning on BBC Radio Kent’s Dominic King Show. Listen here In this week’s episode of the Dominic King Show on BBC Radio Kent, join...

Global Markets Update November 2023

We asked the brilliant Lindsay James, Investment Strategist at Quilter Investors, if she could provide a 5 minute update on the global economy and financial markets. In a little over 5 minutes...

Video: Is now a good time to invest? Why moving to cash could cost you in the long run.

Current market conditions have left many investors feeling uncertain about whether now is a good time to invest. So, we recently hosted a webinar to discuss whether now is a good time to invest.  If...

15 minutes with… David Braithwaite

BBC Radio Kent’s Steve Ladner spends 15 minutes in the company of David Braithwaite. Listen here Join Steve Ladner as he interviews David Braithwaite. In a fun 15 minutes we hear about David’s love of...

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