WHAT MAKES US DIFFERENT

Located in Sevenoaks, Citrus Financial provides valuable financial planning and mortgage advice to every generation across the South East.

Established in 2002 by David Braithwaite, BBC Radio Kent’s regular guest financial expert, Citrus Financial has grown to become an established and important presence in the financial advice profession.

What makes us different is our exceptional customer service, combined with the local knowledge, expertise, and dedication of our team.

We pride ourselves on our friendly and caring approach and in being able to deal with a huge range of financial matters, no matter how complex.

Naturally our team have a whole host of qualifications, but just as importantly, they have the ability to listen to you and understand your goals. Only once they’ve understood your needs can they put their qualifications to work.

To see how we can help you make more of your wealth please contact us for a free initial consultation.

HOW WE CAN HELP

Investing for your future

Planning for the perfect retirement

Taking control of your pensions

Buying a home or remortgaging

Protecting you and those you love

Passing on your wealth to your loved ones

Looking after your wealth through divorce

Insuring your home from the unexpected

Private Medical Insurance

HOW CAN WE HELP

In perfect world, your financed are sorted. In a perfect world, you have the time and energy to think about your finances and the expertise to make the best of them. But it’s not a perfect world. We all know that financial planning is something that everyone should do but most don’t. It’s easy to push aside, to think about it later. And later never comes, because finances are boring, scary, or just plain confusing.

We Can Help

WHAT OUR CLIENTS SAY

0 /10
IS HOW OUR CLIENTS RATE OUR SERVICE*

*To make sure we continue to provide excellent service we send a survey to each of our clients after we’ve helped them.

We ask them to describe our service in one word.

LATEST NEWS

IHT receipts and investigations on the rise

In the first ten months of the 2023/24 financial year, HMRC collected £6.3bn in IHT receipts, £0.4bn more than the same period the previous fiscal...

Don’t fall victim to AI scams

The advent and development of artificial intelligence (AI) is exciting and intriguing, and seems to be permeating everyday life, from virtual...

Why Interest Rates Remain High Despite Falling Inflation: Explained in Citrus Bites

Welcome to Citrus Bites, our monthly video covering the latest economic news for investors. Inflation has finally hit the Bank of England’s 2%...

A VOICE YOU CAN TRUST

Over the last decade our client focused and knowledgeable approach to financial advice has led to us becoming a trusted voice.

David is regularly called upon for expert comment and opinion across multiple media channels.

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Citrus Financial Management Ltd

For detailed information about our services and costs please read our Terms of Business and our Customer Privacy Policy. The guidance and/or information contains within this website is subject to UK regulatory regime and is therefore targeted at consumers based in UK.

Citrus Financial is a trading style of Citrus Financial Management Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Citrus Financial Management Ltd is registered in England & Wales No.04618393. Registered office: 2nd Floor Watermill House Chevening Road, Chipstead, Sevenoaks, Kent, England, TN13 2RY

Approver Quilter Financial Services Limited & Quilter Mortgage planning Limited 12/07/2023

Website Designed By Tranwell Media 

FOLLOW US
Sevenoaks Head Office

Second Floor

Watermill House

Chevening Road

Chipstead

Sevenoaks

Kent, TN13 2RY

Polgate Office

The Old Bank

59 High Street

Polegate

East Sussex

BN26 6AH

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