Citrus Financial Management

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

09/10/2026

Thinking about buying your first home? There’s still time to join us.

Next Wednesday, Steve Ody will be joined by estate agent Sam Benson and property solicitor Elizabeth Philp for First Home, First Steps: A Practical Guide to Buying with Confidence in East Grinstead.

In one practical evening, they’ll cover the mortgage, property and legal sides of buying a first home - with plenty of time for questions afterwards.

You don’t need to be ready to buy straight away. If a first home is somewhere on your horizon, or you’re helping a family member buy theirs, you’re very welcome.

📅 Wednesday 14 October
📍 East Grinstead
🕡 6.30pm arrival | 7.00pm start
🎟️ Free to attend

We still have some places available.

Reserve your place here: https://citrusfinancial.co.uk/first-time-buyer-event-east-grinstead/

07/10/2026

Do you know what your pension is actually on track to give you?

You may have built up pension savings over a number of years, perhaps across several different pots. But knowing what they’re worth today is not the same as knowing what kind of retirement they could provide.

That’s exactly what we’ll be exploring at The Pension Reality Check on Tuesday 20 October at Kingdom, Penshurst.

We’ll look at what “enough” might mean, the role of the State Pension, the choices you could face as retirement gets closer and the practical steps you can consider now.

There will also be a dedicated Q&A with our panel of advisers, followed by drinks and bowl food at Kingdom.

Tuesday 20 October
6.30pm arrival | 7.00pm presentation
Kingdom, Penshurst

Places are free, but registration is essential:
https://citrusfinancial.co.uk/pension-reality-check/

07/10/2026

One week to go – and we still have a few places available.

If buying your first home is on the horizon, join us in East Grinstead next Wednesday for First Home, First Steps: A Practical Guide to Buying with Confidence.

In one evening, you’ll hear from three local experts covering the key parts of the home-buying process:

Steve Ody, Citrus Financial – getting mortgage-ready
Sam Benson, RH & RW Clutton – finding a property and making an offer
Elizabeth Philp, Setfords Solicitors – what happens on the legal side

There’ll also be time for questions and an informal chat with the speakers afterwards.

You don’t need to be ready to buy straight away – and parents or family members helping a first-time buyer are very welcome too.

📅 Wednesday 14 October
📍 East Grinstead
🕡 6.30pm arrival | 7.00pm start
🎟️ Free to attend

We still have some places available, so if you’d like to join us, reserve yours here: https://citrusfinancial.co.uk/first-time-buyer-event-east-grinstead/

04/10/2026

Is a first home somewhere on the horizon?

You don’t need to be ready to buy tomorrow to come along to First Home, First Steps.

Whether you’re still saving, beginning to look at properties or helping a son or daughter onto the property ladder, our free East Grinstead evening is designed to help you understand what happens next.

Mortgage adviser Steve Ody, estate agent Sam Benson and property solicitor Elizabeth Philp will cover the mortgage, property and legal sides of buying a first home – followed by plenty of time for questions.

📅 Wednesday 14 October
📍 East Grinstead
🎟️ Free to attend

Find out more and reserve your place: https://citrusfinancial.co.uk/first-time-buyer-event-east-grinstead/

01/10/2026

Helping your son or daughter buy their first home?

You may be supporting with a deposit, helping them work through the numbers, or simply trying to understand what happens next.

In this short video, Steve Ody explains why parents and family members are very welcome at our First Home, First Steps evening in East Grinstead.

Steve will be joined by estate agent Sam Benson and property solicitor Elizabeth Philp to explain the mortgage, property and legal sides of buying a first home — with plenty of time for questions too.

📅 Wednesday 14 October
📍 East Grinstead
🎟️ Free to attend

Reserve your place: https://citrusfinancial.co.uk/first-time-buyer-event-east-grinstead/

Yesterday our advisers spent the day together at Senator House in London for our quarterly adviser meeting.It’s an impor...
30/09/2026

Yesterday our advisers spent the day together at Senator House in London for our quarterly adviser meeting.

It’s an important part of how we keep learning as a team. Sharing knowledge, discussing the latest developments and hearing directly from fund managers and investment experts about what they’re seeing in markets and the wider economy.

A full day, but an incredibly useful one, giving our advisers time to compare views, ask questions and keep their knowledge up to date for the benefit of our clients.

Thank you to Jonathan Raymond and Luke Harris from Quilter Cheviot, Simon Durling and Bethan Dixon from Quilter Investors, and to Chris Everett for helping organise the day.

Great to have everyone together for a day focused on learning and sharing expertise.

29/09/2026

Thinking about buying your first home?

One of Steve Ody’s biggest tips for first-time buyers is to understand your budget and mortgage position before you find the perfect property.

It’s one of the practical subjects Steve will be covering at First Home, First Steps: A Practical Guide to Buying with Confidence, our free first-time buyer evening in East Grinstead.

Steve will be joined by estate agent Sam Benson and property solicitor Elizabeth Philp to explain the mortgage, property and legal sides of buying your first home — with plenty of opportunity to ask questions.

📅 Wednesday 14 October
📍 East Grinstead
🎟️ Free to attend

Reserve your place: https://citrusfinancial.co.uk/first-time-buyer-event-east-grinstead/

Congratulations Kate!We’re delighted to share some more brilliant exam news from the Citrus team.A huge well done to Kat...
25/09/2026

Congratulations Kate!

We’re delighted to share some more brilliant exam news from the Citrus team.

A huge well done to Kate Morrish, who has passed her R01 exam at the first time of trying. A fantastic achievement and a great start to her professional studies.

Balancing exams with a busy day job takes real commitment, so passing first time is something to be very proud of.

Well done Kate, thoroughly deserved!

23/09/2026

Thinking about buying your first home?

Steve Ody is inviting first-time buyers – and the family members helping them – to our free First Home, First Steps evening in East Grinstead.

Join a mortgage adviser, estate agent and property solicitor for a practical look at the home-buying process, followed by an open Q&A.

📅 Wednesday 14 October
📍 East Grinstead
🎟️ Free to attend

Reserve your place here: https://citrusfinancial.co.uk/first-time-buyer-event-east-grinstead/

Congratulations Daniel!A huge well done to Daniel Bell, who has passed his R04 exam. Another important step towards comp...
22/09/2026

Congratulations Daniel!

A huge well done to Daniel Bell, who has passed his R04 exam. Another important step towards completing his professional qualifications.

Dan now has just R06 left to go, so he’s very nearly there!

Studying alongside a busy role takes real commitment, so this is a fantastic and very well deserved achievement.

Congratulations Daniel, everyone at Citrus is delighted for you!

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

Website

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