Citrus Financial Management

21/03/2026

Winning Adviser Firm of the Year – South East 2026 at the Professional Adviser Awards has given us a moment to pause and reflect.

What stood out most to us wasn’t just the award itself, but the reasons behind it.

The judges highlighted our team culture, the way we recognise contributions across the whole business, and the trust our clients place in us through referrals.

One comment in particular stayed with us:

“This sounds like a cool place to work.”

That’s something we love as it reflects the environment the whole team has helped to build together.

So, we'd like to say a huge thank you to our clients for being lovely and placing your trust in us. And to our team for just being awesome. This is your achievement!

18/03/2026

What a fantastic evening for Citrus.

We’re incredibly proud to have won Adviser Firm of the Year – South East 2026 at the Professional Adviser Awards.

This award is a reflection of the whole team and the effort that goes into supporting our clients every day.

A big thank you to everyone who makes Citrus what it is.

18/03/2026

A big night for us at Citrus

We’re heading to the Professional Adviser Awards this evening — and we’re genuinely thrilled to be finalists.

David Braithwaite has been shortlisted for the "Champion of Advice" Award, and Citrus Financial is shortlisted for "Adviser Firm of the Year – South East 2026".

It means a lot to see the work our team does recognised like this. Behind the scenes, it’s all about helping our clients feel clearer, more confident, and in control of their finances. So moments like this are really special.

Win or lose, we’re very proud to be there.

Wish us luck 🤞

17/03/2026

If you’ve looked at the news recently and thought:

“Should I be doing something with my investments?”

You’re not alone.

In our latest Citrus Insights, we sit down with an investment manager to talk through what’s really going on in markets right now, and what people should (and shouldn’t) be doing.

No jargon. No panic. Just a clear, sensible perspective.

🎥 Watch the full episode here:

Markets are feeling unsettled again.The conflict in the Middle East, rising oil prices and constant headlines can make it feel like something needs to be don...

17/03/2026

I came across this card in a shop last week and had to buy it. We want to make sure you retire and live comfortably for well over 12 minutes!

15/03/2026

Happy Mother’s Day to all the amazing mums and mother figures in our lives.

Whether you're being spoiled with breakfast in bed, enjoying a long lunch with family, or simply putting your feet up for a well-earned rest, we hope you have a relaxing day and feel properly looked after.

12/03/2026

Would your 18-year-old spend it all?

It’s one of the biggest worries parents have about Junior ISAs.

After years of saving, the idea of handing over the money at 18 can feel a bit risky.

But the evidence suggests most young people are actually far more sensible than we might expect. Many continue saving once their Junior ISA becomes theirs.

In our latest article, David Braithwaite (BBC Radio Kent’s Money Mentor) looks at what the data shows and why starting early can make a real difference.

👉 Read the article here: https://citrusfinancial.co.uk/junior-isa-at-18-will-they-spend-it-all/

10/03/2026

We’re looking for a new Client Services Administrator to join the Citrus Financial team near Sevenoaks.

This is a really important role in our office, you’ll often be the first person our clients speak to, helping welcome them into the office, answering the phone and making sure every interaction is friendly, helpful and professional.

So we’re looking for someone who genuinely enjoys talking to people and delivering great customer service.

Energy, enthusiasm and a can-do attitude are far more important to us than financial services experience.

This role could suit:

• a graduate or A-level leaver
• someone with customer service experience
• a parent returning to work
• anyone who enjoys working with people and being part of a team

You’ll be joining a supportive, friendly team in a growing local business.

If you know someone who might be perfect for this role, please tag them or share this post.

👉 Full details here: https://citrusfinancial.co.uk/client-services-administrator-job-sevenoaks/

📍 Based near Sevenoaks

Citrus Financial is hiring a Client Services Administrator near Sevenoaks. A great entry-level role for graduates or those starting a career in financial services.

05/03/2026

When global events dominate the headlines, markets often react quickly.

The conflict in the Middle East has unsettled markets this week, raising questions about inflation, energy prices and global trade.

But as Lindsay James, Investment Strategist at Quilter, explains, history shows that geopolitical shocks rarely change the long-term direction of markets.

The key lesson for investors is diversification. Spreading investments across different regions and asset types so portfolios are better prepared for unexpected events.

We’ve shared Lindsay’s full commentary and explained why diversification matters during periods like this.

👉 Read the full article here: https://citrusfinancial.co.uk/middle-east-conflict-impact-on-markets/

Markets have reacted to the conflict in the Middle East. Investment strategist Lindsay James explains what it could mean for investors and why diversification matters.

10/02/2026

A big thank you to the PFS / MDRT team for inviting me to speak at Future Vision 2026 this morning.

I really enjoyed sharing “30 ideas from 30 years in 30 minutes” and, just as importantly, hearing the thoughtful discussions from advisers across the profession about where our industry is heading.

Always encouraging to be part of conversations focused on raising standards, adapting to change, and continuing to deliver real value for clients.

04/02/2026

Thank you to everyone who joined us yesterday for The Inheritance Tax Trap event. The turnout was fantastic, and we were blown away by the number of thoughtful and insightful questions. It really made the session.

A huge thank you to our host David Braithwaite and presenters Karen Gorbutt and Richard Harris, along with our brilliant panel Jenny Brockman, Craig Brady and Elian Lawrence for sharing their experience and insights.

Thank you as well to Salomons Estate for such a lovely venue, and to Hollie Gregory and her team for looking after us and keeping us so well fed throughout the day.

We hope everyone found the session helpful, thought-provoking and genuinely useful, and that you enjoyed the day as much as we did.