About Citrus Financial

Located in Chipstead, near Sevenoaks, Citrus Financial provides valuable financial planning for every generation.To see how we can help you make more of your wealth please contact us for a free initial consultation.
Established in 2002 by David Braithwaite, BBC Radio Kent’s regular guest financial expert, Citrus Financial has grown to become an established and important presence in the financial advice profession. What makes us different is our exceptional customer service, combined with the local knowledge, expertise, and dedication of our team. We pride ourselves on our friendly and caring approach and in being able to deal with a huge range of financial matters, no matter how complex. Naturally our team have a whole host of qualifications, but just as importantly, they have the ability to listen to you and understand your goals. Only once they've understood your needs can they put their qualifications to work.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • School fees planning

  • Business:
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection

  • :
  • Long term care

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