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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 Prepares for the Money Marketing Awards 2024

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...

Citrus Financial’s Monthly Economic Review – August Highlights

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...

Student Safety: How to Avoid Job Scams, Rental Fraud, and Investment Traps

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...

Beyond the Breakup: Top tips to get back on the housing ladder after divorce

Welcome to another episode of Citrus Mortgage Bites! In this edition, Richard Harris and mortgage expert Holly Bettles provide essential guidance on how to get back on the housing ladder after a...

Winter Savings: Insulation Tips and Pension Credit Eligibility

Winter may be a few months away, but now is the perfect time to prepare your home and finances. Recently, on BBC Radio Kent, David Braithwaite shared advice on how to cut energy costs and check your...

Your ‘mortgage-ready’ summer checklist

Summer is here, the days are at their longest and your property dreams may be closer than you think! Whether you’re hoping to move up, down or onto the ladder, with a little preparation, you can be...

Your financial future – is it time to prioritise your pension?

After a long, bleak winter and a rainy spring, summer not only brings hope of sunnier days but also hope of a better financial future. With inflationary pressures receding and the economy showing...

Introducing our new social media and local advertising campaign: A refreshing approach to customer service

At Citrus Financial, we understand the frustrations that come with disappointing customer service. Whether it’s being stuck in an endless phone queue, being left on hold, unable to speak to a...

Citrus Financial’s Monthly Economic Review – July Highlights

Our latest Economic Review magazine is available now. Explore the key financial updates from July in our August Economic Review. This edition covers the latest economic developments that could shape...

Market Madness or Storm in a Teacup? Navigating Recent Market Volatility

As we move through the second half of 2024, the financial markets have been anything but calm. Headlines like “Market Madness,” “Crash,” and “Bloodbath” have...

Home valuation requests hit a record high at the start of the year

Was your new year’s resolution to move home in 2024? That seems to be the case for many homeowners in the UK, as there were a record number of requests for in-person property valuations in January*...

Nurturing Future Financial Experts: Harry’s Work Experience at Citrus Financial

Last week, we had the pleasure of welcoming Harry, a Year 10 student from Tunbridge Wells Grammar School for Boys, to Citrus Financial for his work experience. We set Harry a challenging project: to...

Your Retirement Strategy

How’s your retirement plan coming along? In order to secure financial stability and peace of mind when you stop working, whether you’re nearing retirement, or you still have many years of your...

Do you need to reassess your life insurance?

When was the last time you reviewed your life insurance policy? It might not be easy to think about what will happen when you’re gone, but it is important to make sure your cover is still relevant for...

What is the impact of UK, France, and US Elections on your investments?

We are thrilled to present the latest episode of Citrus Insights, featuring an exclusive interview with the brilliant Lindsay James, Investment Strategist and media spokesperson at Quilter Investors...

Why is the cost of home insurance rising?

Home owners and insurers a like are feeling the impact of the winter storms, as the average home insurance premium increased by 4% in the final quarter of 2023*. A stormy winter The last three months...

Citrus Bites Election Special: What Does the Election Mean for Your Money?

After six weeks of campaigning we finally know the result of the election. So, how will a Labour win impact our finances. In our latest Citrus Bites video, “What does the election mean for your...

Don’t buy a house without watching this video!

Thinking about buying a home? The housing market can be a complex beast, and navigating it as a buyer, especially for the first time, can feel daunting. But fear not! This episode of Citrus Insights...

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