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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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We’re delighted to have received our first donations towards our Board Games for a Brighter Christmas campaign. We’re working with Friends for Families, a local charity that helps families...
Our latest Residential Property Review magazine is available now. The Royal Institution of Chartered Surveyors (RICS) latest UK Residential Survey shows demand, sales, instructions, and prices remain...
Join David Braithwaite every Wednesday afternoon, on BBC Radio Kent’s Money Matters. Listen here This week is all about Inheritance Tax (IHT). It’s something that will impact most of us...
Continued high inflation is prompting many people, particularly those over 50, to question whether paying for life insurance is money well spent. These findings* have sparked fears of vulnerabilities...
The current market conditions have left many investors feeling uncertain about whether now is a good time to invest. However, it’s important to remember that markets go up and down, and that...
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 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...
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...
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...
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...
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 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...
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...
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...
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...
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...
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...
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...