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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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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...
We were delighted to have two VIP guests in our office on Monday evening. Two superstars from the Chipstead U10 girls team brought a mountain of board games with them. The games were generously...
Join David Braithwaite, The Money Mentor, every Monday morning on BBC Radio Kent’s Dominic King Show. Listen here Tune in to BBC Radio Kent as financial adviser David Braithwaite, also known as...
Citrus Financial is pleased to announce the appointment of Jennifer Brockman who is working her way to become a Financial Adviser. Jennifer already has more than seven years’ experience of the...
The Chancellor announced his Autumn Statement on Wednesday 22nd November. As expected, tax cuts took most of the headlines, with a reduction in National Insurance and a range of measures for...
After more than a decade of putting up with low returns on cash savings, the substantial increase in rates over the past two years has been welcomed by savers, but it’s important not to rely too...
It can be tempting to cancel your protection when times are tough and you’re tightening the purse strings. But removing the vital support that protection cover offers might not be the wisest move...
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...
Join David Braithwaite, The Money Mentor, every Monday morning on BBC Radio Kent’s Dominic King Show. Listen here Join financial adviser David Braithwaite, popularly known as ‘The Money...
We thought this powerful interview with the wonderful Shona Campbell was too important not to share on its own. Richard Harris interviews Shona Campbell, co-founder and Chair of Trustees for Friends...
This month Richard Harris is joined by the amazing Shona Campbell, Chair of Trustees for Friends for Families, for the latest edition of Citrus Bites. The monthly economic update from Citrus...
Join David Braithwaite, The Money Mentor, every Monday morning on BBC Radio Kent’s Dominic King Show. Listen here In this week’s episode of the Dominic King Show on BBC Radio Kent, join...
We asked the brilliant Lindsay James, Investment Strategist at Quilter Investors, if she could provide a 5 minute update on the global economy and financial markets. In a little over 5 minutes...