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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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Chipstead Triumph in High-Scoring Final Home Game

Chipstead Under 10s girls, proudly sponsored by Citrus Financial, finished their home campaign in style with a resounding 14-2 victory against Tunbridge Wells. Here’s a review of their final...

Citrus Bites: April 2024 – Responsible Investment

https://youtu.be/hp4jNvQ16x4 Welcome to Citrus Bites, your monthly dose of financial insights from Citrus Financial. This month, Richard Harris provides his usual economic update and we’re...

Living the (retirement) dream

The ultimate retirement dream is actually very simple according to research*. Most respondents to a survey (94%), which questioned 2,000 respondents aged 50 and over on their aspirations for later...

The Hidden Benefits of Life and Critical Illness Policies

Life insurance and critical illness cover are fundamental financial safety nets. They provide peace of mind in the face of life’s uncertainties, protecting your loved ones financially if you...

Citrus Mortgage Bites – March 2024

Welcome to Citrus Mortgage Bites, our monthly video covering all things mortgages. This month, Holly and Richard are joined by Matthew Camber, Managing Director at Countrywide Surveying Services.  The...

Citrus Bites: Post Spring Budget Economic Update with Richard Harris

Looking for insights on the UK economy after the Spring Budget? If you missed our webinar, please take a look at this video which features Richard Harris analysing the latest economic data and growth...

Spring Budget Breakdown & Tax Year-End Tips – Webinar Recording

This webinar recording is your chance to understand the 2024 Spring Budget and make the most of your tax allowances before the April 5th deadline. Hosted by BBC Radio Kent’s Money Mentor, David...

Spring Budget 2024 Summary

Please download below our summary of the Spring Budget delivered by the Chancellor Jeremy Hunt on Wednesday 6 March. DOWNLOAD HERE In what was widely expected to be Mr Hunt’s final Budget ahead of an...

Girls Find Confidence on the Football Pitch

Playing football is more than simply kicking a ball around – for young girls, it can be a powerful tool for building confidence and developing essential life skills. A recent report, “Here for...

Celebrate World Book Day with Citrus Financial

Happy World Book Day! Here at Citrus Financial, we love a good book just as much as we love helping you with your finances. To celebrate this special day, we asked our team for their top 10 book...

Citrus Bites – Spring Budget Bulletin 2024

The Chancellor announced his Spring Budget on Wednesday 6th April 2024. Positioned as a budget for growth it reflected the fiscal tightrope the Chancellor is treading. The main headlines The optimism...

Citrus Financial welcomes Elian Lawrence

Citrus Financial is delighted to announce that Elian Lawrence has joined our team of financial advisers. She brings a wealth of knowledge with her and has very generously allowed us to mention that...

Webinar: Spring Budget Breakdown & Tax Year-End Tips

Join us for a FREE webinar on Thursday, March 14th at 12 PM to uncover the secrets of the 2024 Spring Budget and to make the most of your tax allowances before April 5th. Join our webinar Join our...

Citrus Mortgage Bites – February 2024

Welcome to Citrus Mortgage Bites, our new monthly video covering all things mortgages. Each month Richard Harris, COO at Citrus Financial, will be joined by Holly Bettles, our wonderful mortgage and...

A tax year end action plan

What action do you need to take before 5 April 2024? This year again, it’s crucial to think about how external factors, such as inflation and reduced or frozen allowances, could impact your finances...

Listen Now: Citrus Financial’s Richard Harris on BBC Radio Kent’s Daily News Quiz

Listen in to hear how Richard Harris, Citrus Financial’s COO, got on when he took part in BBC Radio Kent’s Daily News Quiz. Listen here If you have a spare 4 minutes, why not listen in to...

Power up your pension in 2024

Did you know that you can make one-off pension payments at any time? In fact, people are encouraged to do so with tax incentives offered by the government. If you have accumulated extra money from a...

Listen Now: David Braithwaite, The Money Mentor, Discusses How To Cut The Cost Of Watching TV

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

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