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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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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...
It might not be the most exciting thing to think about when looking for a new home but regulations for newly built homes can certainly make a big difference to buyers. Yet, with so many different...
On this week’s episode of Money Mentor on BBC Radio Kent, David Braithwaite explores the empowering concept of financial freedom. Whether you prefer a hands-on approach or leaving it to the experts...
n the latest episode of Money Mentor on BBC Radio Kent, David Braithwaite embraces his new nickname: the “Indiana Jones of Finance.” With humor and practical wisdom, David discusses the thrill of...
Our latest Economic Review magazine is available now. Stay ahead of the latest economic trends with our October Economic Review, which takes a detailed look at the major financial developments from...
Most of us wouldn’t dream of leaving our home or car uninsured. Yet, many people overlook something even more important – their income. During Income Protection Action Week, we want to highlight just...
We recently shared the exciting news that Citrus Financial had been shortlisted as one of six national finalists for ‘Small Advice Firm of the Year’ at the Money Marketing Awards 2024...
For most of us, our income is the foundation of our family’s security. It pays for our home, bills, and day-to-day expenses. But what would happen if you were too ill to work? Many people are unaware...
Did you know, your pension isn’t just a retirement savings pot? It’s also an effective tool to help support future generations. In addition to ensuring your financial certainty when you finish...
In the latest episode of our Citrus Bites series, Richard breaks down the Bank of England’s decision to leave interest rates unchanged at 5%. While recent rate cuts have come from both the European...
Managing your money effectively often comes down to how you spend and what influences your spending habits. David Braithwaite, Money Mentor for BBC Radio Kent, recently shared practical tips on how to...
The Westerham Horticultural Society Autumn Show, held on a sunny September 14th, was a huge success, with Citrus Financial proudly sponsoring the ‘Plot to Plate’ award. This unique...
The team is getting ready to attend the Money Marketing Awards 2024 tonight. We’re eagerly awaiting the results, having been shortlisted as one of six national finalists for the Small Advice...
Our latest Economic Review magazine is available now. Catch up on the key economic updates from August with our latest Economic Review. Our September edition covers critical financial stories that...
Students heading off to university are full of excitement, but they also face financial risks. In his role as Money Mentor on BBC Radio Kent, David Braithwaite recently addressed the various scams...