Citrus Financial Management

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Citrus Financial Management Located in Sevenoaks, Citrus Financial provides valuable financial planning and mortgage advice to every generation across the South East.

Approver Quilter Financial Services Limited. 10/03/2026

Who knew gherkins would be the breakout star of Budget 2026?In our Budget Special, Richard worked out that the tariff cu...
30/10/2026

Who knew gherkins would be the breakout star of Budget 2026?

In our Budget Special, Richard worked out that the tariff cut could save you somewhere between 5p and 20p a jar. As he put it, you've got to eat a lot of them to save much money.

So, in the interests of helping you make the most of your budget windfall, here are 17 ways to enjoy pickles, from frickles (fried pickles) to pickletinis. We take no responsibility for the pickletinis.

One of the UK budget’s big surprises? A discount on gherkins. And while they’ll always be good on a burger, there are many more unusual ways to indulge, from fried cheese treats to savoury ice-cream

£100 off energy bills, a U-turn on cash ISAs and a bigger tax bill for the banks.John Healey has delivered his first bud...
28/10/2026

£100 off energy bills, a U-turn on cash ISAs and a bigger tax bill for the banks.

John Healey has delivered his first budget, and Richard Harris has the key points in our Citrus Bites Budget Special.

What does it mean for you? Watch the video here: https://citrusfinancial.co.uk/autumn-budget-2026-citrus-bites-budget-special/

Richard Harris gives a high level summary of the Autumn Budget 2026 and what the key announcements could mean for you, your family and your plans.

Two events. One day. More than 80 guests. And a lot going on behind the scenes.Tuesday was a big one for the Citrus team...
24/10/2026

Two events. One day. More than 80 guests. And a lot going on behind the scenes.

Tuesday was a big one for the Citrus team, with The Inheritance Tax Trap event in the morning and The Pension Reality Check event in the evening, both at Kingdom in Penshurst.

There’s a lot that goes into making days like this run smoothly. Presentations to deliver, guests to welcome, registration desks to manage, parking to help with, questions to answer and plenty of small details to make sure everyone feels comfortable and looked after.

This photo was taken during a very well earned late lunch between the two events.

We’re incredibly proud of the whole team. Whether presenting, answering questions, welcoming guests or quietly making sure everything worked as it should, everyone played their part.

It was a long day, but a really enjoyable one, and seeing more than 80 people join us across the two events made it all worthwhile.

We're really proud of the team. A huge thank you to everyone involved.

A brilliant evening at Kingdom for The Pension Reality Check.Thank you to everyone who joined us in Penshurst for an eve...
23/10/2026

A brilliant evening at Kingdom for The Pension Reality Check.

Thank you to everyone who joined us in Penshurst for an evening of honest conversation about pensions, retirement and the big question: are you really on track for the retirement you want?

There were some great questions during the Q&A and plenty more conversations afterwards over drinks and bowl food.

We wanted this event to feel useful, relaxed and a little different from the usual financial seminar, and Kingdom gave us exactly the right setting.

A big thank you to everyone who came along, and to the team at Kingdom for making us feel so welcome.

22/10/2026
22/10/2026

A huge thank you to everyone who joined us for The Inheritance Tax Trap in Penshurst.

What a morning at Kingdom.A huge thank you to everyone who joined us for The Inheritance Tax Trap in Penshurst.We had a ...
22/10/2026

What a morning at Kingdom.

A huge thank you to everyone who joined us for The Inheritance Tax Trap in Penshurst.

We had a fantastic turnout, lots of thoughtful questions and some really useful conversations around the forthcoming changes to Inheritance Tax and what they could mean for families.

Kingdom was the perfect setting too. A beautiful venue, a warm welcome and a brilliant lunch to round off the morning.

Thank you to the team at Kingdom for looking after us so well, and to everyone who came along and made the event such a success.

We hope you left feeling a little clearer about the changes ahead and the things worth thinking about now.

Thank you!

18/10/2026

Two days to go until The Pension Reality Check at Kingdom, Penshurst.

If retirement planning is one of those things you know you should look at, but somehow never quite get round to, this evening is for you.

You may be paying into a pension, but still have no clear idea:

• what it could actually provide in retirement
• whether you’re saving enough
• how much you might need
• or what you could still do to improve the picture

We’ll cover all of that in plain English, with a Q&A, drinks, bowl food and time to chat informally with our advisers.

No judgement. No hard sell. Just a chance to understand where you stand and what you could do next.

Tuesday 20 October
Kingdom, Penshurst
Arrival from 6.30pm

A few places are still available.

https://citrusfinancial.co.uk/pension-reality-check/

16/10/2026

Worried you’re not doing enough for the retirement you want?

You may be paying into a pension and doing all the right things on paper, but still have no clear idea what it could actually provide when you retire — or how much you might really need.

It’s easy to let retirement planning slide and hope everything will work out.

That’s exactly why we’re hosting The Pension Reality Check at Kingdom, Penshurst on Tuesday 20 October.

A relaxed, practical evening with clear guidance, a Q&A with our advisers, drinks and bowl food.

No pressure. No jargon. Just a chance to understand where you stand and what you could do next.

Register your place here: https://citrusfinancial.co.uk/pension-reality-check/

15/10/2026

Just 10 places left for The Pension Reality Check next Tuesday.

If you have pensions from different jobs, but no clear idea what they might actually provide in retirement, this evening is for you.

Join us at Kingdom, Penshurst on Tuesday 20 October for a relaxed, practical evening with our advisers.

We’ll look at questions such as:

• Are you saving enough?
• What could your pension pot actually provide as an income?
• How much might you need for the retirement you want?
• What can you still do now to improve your position?

Arrival drinks from 6.30pm, presentation and Q&A from 7.00pm, followed by bowl food, drinks and time to chat informally with our advisers.

No pressure. No jargon. Just a useful evening to help you understand where you stand.

Places are free, but registration is essential.

https://citrusfinancial.co.uk/pension-reality-check/

Address

2nd Floor, Watermill House, Chevening Road
Sevenoaks
TN132RY

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441732834834

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