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With the London Marathon now just a few weeks away, many of you will know that our own Jenny Brockman is in the final stretch of her training. And it’s safe to say, it’s getting real. Long runs, early mornings and a lot of determination Jenny’s now...
We’re seeing increasing reports of a new type of scam, one that doesn’t always look like a scam at first. Often, it starts with a simple message, a shared interest, or a friendly conversation online...
Behind every client communication, article, video and event at Citrus is Simon Cockfield. As Marketing Manager, Simon helps make sure clients feel informed, reassured and clear about what’s...
We’re delighted to share that Citrus Financial has been named Adviser Firm of the Year – South East 2026 at the Professional Adviser Awards. It’s a proud moment for the whole team and recognition of...
Markets are feeling unsettled again. The conflict in the Middle East, rising oil prices and constant news updates can make it feel like something needs to be done, quickly. In the latest Citrus...
As we approach the end of the tax year, most conversations focus on pensions and ISAs for ourselves. But there’s one allowance many families overlook, and once 5th April passes, you can’t get it back...
Global markets have reacted this week as the conflict in the Middle East continues to intensify. Geopolitical events like this can create uncertainty for investors, particularly when markets move...
As the end of the tax year approaches, it’s a good time to pause and check whether you’ve made the most of the allowances available to you. Miss them, and in many cases they’re gone for good. The tax...
House prices, interest rates, buy-to-let changes, government targets — there’s always plenty of noise around the UK property market. But what’s actually happening beneath the headlines? In the latest...
For many parents and grandparents, a Junior ISA feels like a brilliant idea in theory, but slightly nerve-wracking in practice. The tax advantages are clear. The long-term growth potential is...
Phoebe Mills joined Citrus Financial in January 2025, bringing more than four years’ experience in financial services. Having achieved her Diploma in Regulated Financial Planning in 2023, and...
We were delighted to welcome so many clients and guests to our Inheritance Tax Trap event at Salomons Estate. The turnout was fantastic, and we loved the level of engagement throughout the morning...
We’ve been absolutely delighted by the response to our upcoming Inheritance Tax event in Tunbridge Wells on Tuesday 3 February. The event has now reached full capacity, and all available places have...
You get home after a long journey and remember you still need to pay the Dart Charge for crossing the Dartford Crossing. A quick online search, a few taps on your phone, and the £3.50 payment is...
This year, Jenny Brockman, one of our advisers at Citrus Financial, is taking on a huge personal challenge… running the London Marathon. It will be Jenny’s first marathon, and training is...
With markets once again dominated by headlines about geopolitics, interest rates and global uncertainty, it can be difficult to separate meaningful signals from day-to-day noise. In the latest episode...
Warm, experienced and endlessly approachable, Elian Lawrence is the kind of adviser clients stick with for life. With over 37 years in financial services, she brings deep expertise to every meeting...
The start of a new year often brings good intentions, eat better, declutter, get organised. But while many people think about sorting their finances, it’s easy to put off. Life’s busy, the cost of...
As the year draws to a close, the team at Citrus Financial would like to take a moment to thank you for your continued support throughout 2025. It’s been another busy year, and we’re very grateful for...