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You receive a voicemail from your son or daughter. They sound panicked. They say they’ve been in an accident and urgently need money. You can hear the stress in their voice — and it really does sound...
Inheritance Tax (IHT) has long been one of the most contentious areas of financial planning. With frozen thresholds and rising property values, more families than ever are already being caught in the...
The Bank of England has cut the Base Rate from 4% to 3.75%, the lowest level in around three years. While the move had been widely expected, the decision was finely balanced, passing by a narrow 5–4...
The Chancellor’s speech only ever tells part of the story. The real details, things that could genuinely affect your finances, sit in the documents published afterwards. Our full Budget Summary...
Each year we support Friends for Families, a wonderful local charity helping families in the Sevenoaks area who are facing real financial hardship. When Children’s Services identify a family needing...
We’re delighted to share that Citrus Financial has received three significant pieces of recognition across the profession. Celebrating both the strength of our team and the contribution we make to...
Experienced, meticulous and quietly confident, Mark Burroughs is a highly valued member of the Citrus Financial team. With over 25 years’ experience in financial services, including a fast-paced...
https://youtu.be/db56FIwtv3w After one of the most chaotic build-ups to a Budget in recent memory – including an unprecedented early leak of the Office for Budget Responsibility (OBR) report – we...
We’re delighted to announce that Citrus Financial has been shortlisted for ‘Adviser Firm of the Year – South East’ at the 2026 Professional Adviser Awards. This is the second consecutive...
We’re delighted to announce that David Braithwaite has been shortlisted for the ‘Champion of Advice Award’ at the 2026 Professional Adviser Awards, taking place in March. 2026 Professional...
Citrus Financial has been selected for the Citywire New Model Adviser (NMA) Top 100 firms for 2025. It’s our second year in a row in the list, and something we’re incredibly proud of. Citywire...
According to Barclays’ latest UK Investment Gap report* (September 2025), people in Britain are sitting on more than £600 billion in cash that could be invested. That’s money beyond six months’...
Calm, practical and quietly determined, Jenny Brockman brings a thoughtful and down-to-earth approach to financial planning. After gaining her financial advice qualifications in 2021, she joined...
Two months ago, the Bank of England cut its base rate from 4.25% to 4.0%, following an earlier reduction in May. Many homeowners hoped that would mark the start of a calmer, more predictable period...
For many families, helping a young person learn to drive is a milestone moment, and often an expensive one. But with driving test waiting times across Great Britain stretching to around 22 weeks (and...
Most of us don’t expect serious illness to touch our lives. Especially while we’re in the thick of family life, juggling school runs, work and everything in between. But over the years, I’ve supported...
With the autumn budget just weeks away, Money Mentor David Braithwaite joined BBC Radio Kent to unpack the biggest financial rumours currently making headlines. From potential changes to pension tax...
We’d like to say a huge thank you to everyone who joined us for our recent Inheritance Tax event at Westerham Golf Club. It was the first of this kind for us and we’re delighted it’s...