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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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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...
Our latest Economic Review magazine is available now. This month’s Economic Review includes: Following its latest meeting the Monetary Policy Committee (#MPC) voted by a 7-2 majority to raise Bank...
Our mortgage and protection adviser, Holly Bettles, takes a look at the UK mortgage and property market against the backdrop of the mortgage time bomb. Addressing the challenges of remortgaging or...
Join David Braithwaite every Wednesday afternoon, on BBC Radio Kent’s Money Matters. Listen here This week, fresh from his summer holiday he’s talking about the bank of Mum and Dad. Can...
Welcome to July’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 China, the USA, and the...
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...
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...
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...
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...
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...
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...
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...
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...