Season’s Greetings from Citrus Financial

As Christmas approaches, we would like to take this opportunity to thank all our clients and partners for your trust and support throughout 2024. It’s been a pleasure working with you, and we look forward to continuing our journey together in the year ahead.

Please enjoy our animated Christmas card

Please enjoy our animated Christmas card above, created to bring a little festive cheer and share our warmest wishes for a joyful festive season and a prosperous New Year.

Our office will be closed from midday on Christmas Eve until 2nd January 2025.

If you have an emergency during this time, please contact your adviser directly or leave a message on 01732 834834, or email advice@citrusfinancial.co.uk and we will get back to you as soon as possible.

From all of us at Citrus Financial, we wish you a Merry Christmas and a Happy New Year!

A 22% tax on ISAs? Why the headline needs explaining

You may have seen some alarming headlines this week about HMRC introducing a 22% charge on cash held inside stocks and shares ISAs. At first glance...

Fraud Alert: The €10 taxi fare that became €570

As we head into the summer holiday season, we wanted to highlight a simple but costly scam that has been catching out tourists abroad. The scam...

Getting to Know… Steve Ody

Steve Ody joined Citrus Financial as a Mortgage and Protection Adviser, working alongside Nicky Kirton and Kate Morrish in our growing mortgage and...

Stay in the loop

SUBSCRIBE TO OUR MONTHLY NEWSLETTER