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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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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...
Our latest Economic Review magazine is available now. This month’s Economic Review includes: On 13 December, the Bank of England’s Monetary Policy Committee (MPC) voted by a six to three majority to...
Our latest Residential Property Review magazine is available now. According to Zoopla, sellers accepted an average discount of £18,000 on their property sale in November 2023 – the highest average...
For December’s Citrus Bites, Richard Harris is joined by the wonderful Holly Bettles, Mortgage & Protection adviser at Citrus Financial. Richard takes a look back at 2023. Comparing the...
With the government on a mission to raise more income from taxes, understanding the full impact of fiscal changes on investments has arguably never been so critical. One area that has been subject to...
A recent survey* has revealed the dramatic impact that Chancellor Jeremy Hunt’s decision to scrap the pension Lifetime Allowance (LTA), made several months ago, is having on people’s retirement...
Remortgaging means changing your existing mortgage to a new deal, either with a new lender or the same one. With every penny being crucial, switching to a new deal could save you a considerable...
We would like to say a huge thank you on behalf of Citrus Financial and Friends for Families, for all the amazing board games we received! We have been inundated. We know that it’s tough for...