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Home to David Braithwaite, the Money Mentor on BBC Radio Kent, Citrus Financial offers expert financial advice with a friendly, approachable touch. Based in Sevenoaks, we’re here to help you plan, protect, and prosper. https://citrusfinancial.co.uk/
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Inflation rising again. Will the BOE cut rates in March? 👉What does this mean for your savings, mortgage & investments? 👉What should you do before the April 5th tax deadline? 👇 🔗 citrusfinancial.co.uk/interest-rat... #CitrusBites #InterestRates #Inflation #FinanceTips #MoneyMatters #InvestSmart

We’re only a few weeks into 2025, and the economic landscape is already making headlines. In this month’s Citrus Bites, Richard Harris breaks down what’s been happening and what it could mean for interest rates in the months ahead. citrusfinancial.co.uk/januarys-eco... #CitrusBites #EconomicUpdate

December's Citrus Bites is here! This month, guest presenter Simon Cockfield takes the reins to discuss the BoE’s decision to hold interest rates at 4.75%. Rising inflation and economic stagnation, what does this mean for homeowners, investors, and businesses? citrusfinancial.co.uk/uk-interest-...

These board games, generously donated by our team, clients, community members, and organisations like Chipstead Football Club, will now be delivered to families across the Sevenoaks district who need them most.

Christmas magic in action! Today, we handed over 140+ beautifully wrapped presents to the wonderful Anne Ralph and Claire Davison from Friends for Families. #christmasspirit #ChristmasGiving #TeamCitrus #ChipsteadFC #citrusfinancial

First-Time Buyers: Key Mortgage Moves Before 2025! 2024 is coming to an end but the property market is still growing. Top tips for first-time buyers 👉 citrusfinancial.co.uk/first-time-b... #FirstTimeBuyer #MortgageAdvice #PropertyMarket #HomeBuyingTips #StampDuty #CitrusFinancial

Who makes the FT’s list of the 25 most influential women of 2024? Find out here for free in FT Magazine: www.ft.com/womenof2024

Finished and ready for the next step of their journey! Big team effort wrapping this huge pile of pressies. All ready for Friends For Families as part of our Board Games for a Brighter Christmas Appeal. Thank you to everyone who donated! #ChristmasSpirit #GivingBack #TeamCitrus #Citrusfinancial

Showing off again... Citrus Financial has been shortlisted for 'Adviser Firm of the Year – South East' at the PA Adviser Awards 2025! This is the third time this year we’ve been recognised in our industry. It's all about the team! #ProfessionalAdviserAwards #PAAwards2025 #AdviserFirmOfTheYear

Thank You, Chipstead Football Club! Incredible generosity from the coaches, players and parents at the club. Nearly 100 board games donated to Friendsforfamilies. Time for us to get wrapping! Get involved: amzn.eu/g2mAM4c #CitrusFinancial #ChipsteadFC #ChristmasAppeal #FriendsForFamilies

Here's an update after an inspiring two-day leadership team planning meeting! Our clients are always at the heart of everything we do. We've been crafting our plans for 2025, to deliver even better advice, service, and support for you.✨ #citrusfinancial #FinancialPlanning #clientfocused #leadership

This is our first post, so apologies for showing off a bit. We're delighted to share that we’ve been named in the Citywire New Model Adviser Top 100! It celebrates the best in the UK’s financial advice community. So we simply wanted to say thank you to our incredible team and lovely clients!