Huge congratulations to Niamh Wilmshurst, Chloe Little, Jenny Brockman, Karen Gorbutt, Patricia Harris and Kelly Dinelli!

We’re thrilled to announce that these amazing members of the Citrus Financial team have all been nominated for the prestigious Professional Adviser Women in Financial Advice Awards 2024!

Amazing achievement

These awards celebrate the incredible achievements of women in the financial services industry, a sector where women are still under-represented. They’re all about recognizing the hard work, dedication, and expertise of talented women like our Citrus Financial team!

Niamh, Chloe, Karen, Jenny, Patricia and Kelly, your hard work and dedication are truly inspiring!

(P.S. You can learn more about these inspiring awards here: Professional Adviser Women in Financial Advice Awards)

Money Mentor Tips for Parents with Children Going to University

Sending a child off to university is a huge milestone, and often involves an equally huge shopping trip! But beyond the saucepans, bedding and...

The Inheritance Tax Trap: Why You Need to Act Now

Inheritance Tax (IHT) has long been one of the most contentious areas of financial planning. With frozen thresholds and rising property values, more...

Getting to Know: David Braithwaite

If you live in Kent, you’ve probably heard David Braithwaite’s voice before. As the Money Mentor on BBC Radio Kent, he’s known for making financial...

Stay in the loop

SUBSCRIBE TO OUR MONTHLY NEWSLETTER