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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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Latest edition of In Focus available now!

Our In Focus magazine is available now. As usual, we have sought to address topical issues that are likely to be of interest to most readers. The topics covered in this edition are: Planning for your...

Citrus Financial Sponsors Girls’ Football at Chipstead FC

At the start of the 2023 FIFA Women’s World Cup, Citrus Financial is proud to announce its sponsorship of girls’ football at Chipstead Football Club. We’re committed to supporting...

We believe in the power of personal recommendations

At Citrus Financial, we strive to provide exceptional financial advice to our clients. We believe that the best way to reach more individuals who can benefit from our expertise is through personal...

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

Join us for an 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 time-bomb’. The...

We’re always keen to speak to good people

If you’re an ambitious financial adviser, with a passion for delivering outstanding advice and client service, or an outgoing and confident individual, with a talent for dealing with people, who would...

Monthly Economic Review newsletter – available now!

Our latest Economic Review magazine is available now. This month’s Economic Review includes: Revised projections released last month by both the Bank of England and International Monetary Fund suggest...

Citrus Bites – Monthly Financial Video Update – June 2023

Presented by Richard Harris, our June edition of Citrus Bites covers the latest UK inflation figures, the 13th consecutive interest rate rise from the Bank of England, plus an exclusive interview with...

June Residential Property Review newsletter – available now!

Our latest Residential Property Review magazine is available now. This month’s Residential Property Review includes: Releases from Savills show a mixed picture with the UK Housing Market Update...

Between the lines – June 2023

All investors use insights, trends, and data from across the globe to help them make decisions. Between the lines is an easy way for you to understand how a current topic might be impacting markets...

Citrus Bites – Monthly Financial Video Update – May

Presented by Richard Harris, our May edition of Citrus Bites covers the US debt ceiling and what it could mean for the UK, the ongoing issue of high inflation, and an update on the mortgage market...

Citrus Bites – Monthly Financial Video Update – April

The third edition of our Citrus Bites video is now available. In this month’s video we take a look at how interest rates and inflation impact the money in your pocket. Plus, our special guest...

Demystifying The 2023 Spring Budget Video

Jeremy Hunt, the Chancellor of the Exchequer, delivered his Spring Budget on the 15th March 2023. Following his announcement we held a webinar aimed at demystifying the detail and taking a look at...

Between the lines – Changing fortunes of the UK equity market

In this week’s edition of Between the lines is focused on the changing fortunes of the UK equity market. The key takeaways from the article are: The outperformance of the FTSE 100 Index is largely...

Latest edition of In Focus available now!

Our In Focus magazine is available now. As usual, we have sought to address topical issues that are likely to be of interest to most readers. The topics covered in this edition are: Do your retirement...

Spring Budget Summary Magazine 2023

Our Spring Budget Summary magazine is available now. The key announcements in the budget covered a wide range of ground: A major expansion in state-funded childcare was announced, with 30 hours a week...

Citrus Bites – Monthly Financial Video Update – March 2023

The second edition of our Citrus Bites video is now available. In this month’s video we take a look at the key data from the US, reflect on the FTSE and also answer two of the main questions we’re...

Citrus Bites – Monthly Financial Video Update – February 2023

As we move through this current period of economic uncertainty we all want to be well informed. But it can be hard to cut through the jargon, or wade through the detail. That’s why we’ve decided to...

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...