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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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Board games for a brighter Christmas

With the cost of living rising, many families in our local area are facing severe financial hardship. This Christmas will be especially difficult for them. That’s why we’re working with...

Citrus Financial welcomes Karen Gorbutt

Citrus Financial is pleased to announce the appointment of Karen Gorbutt as a Financial Adviser. Karen has over 15 years of experience in the financial services industry, having started her career at...

Do you know what’s changing with your pension?

Several changes to pensions were announced during the Spring Budget earlier this year. Regarded as the most significant since pensions freedoms in 2015, the changes, expected to provide greater...

BBC Radio Kent Money Matters with David Braithwaite 04/10/2023

Join David Braithwaite every Wednesday afternoon, on BBC Radio Kent’s Money Matters. Listen here This week we’re looking at how to gift money to your children or grandchildren. Are there...

BBC Radio Kent Money Matters with David Braithwaite 27/09/2023

Join David Braithwaite every Wednesday afternoon, on BBC Radio Kent’s Money Matters. Listen here This week David is taking a look at bank accounts, specifically fixed rate savings accounts. How...

Citrus Bites – September 2023

Join Richard Harris and Jonathan Raymond, an Investment Manager at Quilter Cheviot, for the latest edition of Citrus Bites, the monthly economic update from Citrus Financial. Richard Harris takes a...

The right time to move home?

The number of residential properties up for sale has increased according to latest data*, which could further strengthen the position of buyers. Supply surge? Ever since the pandemic days of frenetic...

IHT is a growing concern

Recent data from HM Revenue & Customs (HMRC) has shown that Inheritance Tax (IHT) receipts for the 2022–23 tax year totalled £7.1bn, up £1bn from the previous tax year. With receipts consistently...

How would you & your family cope if you couldn’t work?

Life’s unpredictable. While we think the unexpected will never happen to us, unfortunately it sometimes does. So, if you found yourself in this situation, how would you and your family cope? You may...

Parents Increasingly Worried About Their Children’s Finances

It comes as no surprise, with financial challenges impacting everyone’s pockets, that parents are prioritising worries regarding their children’s finances above their own, a trend highlighted in a...

Citrus Bites – August 2023

Welcome to August’s Citrus Bites, the monthly bite sized economic update from Citrus Financial. In this edition Richard Harris is looking at the latest economic data from the UK including the...

BBC Radio Kent Money Matters with David Braithwaite 09/08/2023

Join David Braithwaite every Wednesday afternoon, on BBC Radio Kent’s Money Matters. Listen here This week we’re talking ISAs – there’s more to them than some people think...

The Economic Storm & Mortgage Time Bomb: How to Protect Your Financial Future – Video

Watch a recording of our exclusive webinar as we navigate the challenges faced by the UK economy in the midst of an economic storm and the imminent threat of what’s been described as a ‘mortgage...

Wanted – a great financial adviser!

If you’re an ambitious Financial Adviser, with a passion for delivering outstanding advice and client service, who would relish the chance of joining a growing Sevenoaks based advice firm, then we...

Monthly Economic Review newsletter – available now!

Our latest Economic Review magazine is available now. This month’s Economic Review includes: Following its latest meeting the Monetary Policy Committee (#MPC) voted by a 7-2 majority to raise Bank...

Mortgage Time Bomb? Mortgage Market Update

Our mortgage and protection adviser, Holly Bettles, takes a look at the UK mortgage and property market against the backdrop of the mortgage time bomb. Addressing the challenges of remortgaging or...

BBC Radio Kent Money Matters with David Braithwaite 02/08/2023

Join David Braithwaite every Wednesday afternoon, on BBC Radio Kent’s Money Matters. Listen here This week, fresh from his summer holiday he’s talking about the bank of Mum and Dad. Can...

Citrus Bites – Monthly Financial Video Update – July 2023

Welcome to July’s Citrus Bites, the monthly bite sized economic update from Citrus Financial. In this edition Richard Harris is looking at the latest economic data from China, the USA, and the...