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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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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...
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...
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...
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 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...
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...
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...
Welcome to the latest edition of Citrus Bites. This month Richard Harris, COO at Citrus Financial is joined by the amazing Lindsay James, Investment Strategist at Quilter. Together, they take a look...
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 ‘The Money Mentor’, financial adviser...
As a mortgage holder with some extra disposable income, the prospect of paying it off sooner can be appealing. But if you do want to overpay your mortgage, it’s important to check your lender’s terms...
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 ‘The Money Mentor’, financial adviser...
Citrus Financial is pleased to announce the permanent appointment of Chloe Little as a Client Services Administrator. If you’ve visited our office recently, you’re sure to recognise Chloe...
Much ink is spilled discussing the difficulties that young people face to get onto the housing ladder. At the other end of the spectrum, a growing number of people now expect to be paying their...
A pandemic closely followed by a cost-of-living crisis has undoubtedly created a challenging financial backdrop for us all, potentially heightening money-related anxiety. At times like these, it’s...
Welcome to Citrus Mortgage Bites, our brand new monthly video covering all things mortgages. Each month Richard Harris, COO at Citrus Financial, will be joined by Holly Bettles, our wonderful mortgage...
In the grand scheme of life, your 40s and 50s can be a unique and pivotal period. It’s when you’ve accumulated a wealth of experience, both personally and professionally, but it’s...
2023 saw global equity markets shrug off inflation, a cost-of-living crisis, interest-rate hikes, and rising geopolitical tensions to deliver double-digit returns, while bond markets also delivered...
Our latest Residential Property Review magazine is available now. The decision from many mortgage lenders to reduce rates seems to have had the desired effect, as buyer interest has noticeably...