Financial Planning isn't just for other people. It's also for you.
Our mission is to help you achieve financial peace of mind
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About us
Located in Sevenoaks, Citrus Financial provides valuable financial planning and mortgage advice to every generation across the South East.
MEET THE TEAM
Want to join Citrus Financial?
We're always keen to hear from like minded people with a passion for delivering excellent service
CAREERS
Citrus Financial Sponsors Girls' Football at Chipstead Football Club
Citrus Financial is proud to announce its sponsorship of girls' football at Chipstead Football Club.
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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

Equity Release

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

IS HOW OUR CLIENTS RATE OUR SERVICE*
0 /10

*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

Monthly Economic Review newsletter – available now!

Our latest Economic Review magazine is available now. This month’s Economic Review includes: Revised projections released last month by both the Bank...

Citrus Bites – Monthly Financial Video Update – June 2023

Presented by Richard Harris, our June edition of Citrus Bites covers the latest UK inflation figures, the 13th consecutive interest rate rise from the...

June Residential Property Review newsletter – available now!

Our latest Residential Property Review magazine is available now. This month’s Residential Property Review includes: Releases from Savills show a...

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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