Daily Archives: January 18, 2022

Why now is the perfect time to start thinking about the end of the tax year

Tax Planning, Financial Planning, Pembroke Financial News, Tax Year EndJanuary 18, 2022

While it might seem some way off, preparing for the end of the tax year now can help you make the most…

Thank you for your continued good work

Dear Keith, It was a pleasure to catch up with you today and thank you for the in depth report on our investments with you. Thank you for your continued good work.

Tharin Johnson, East Grinstead

10% increase on our investments

Just received the latest 6 monthly valuation statement from Standard Life (a 10% increase!), and so wanted to say thank you to Keith and to you all on the Investment Committee.

Stephen, Hove

Patient, informative and diligent

I’ve used Frances Boiling’s services for several years as my financial advisor. She has always been patient, informative and diligent. Most recently, she has helped me to invest part of an inheritance, and has taken the time to thoroughly answer all my many questions. That kind of professionalism – especially since I’m not a big-money client – deserves praise, and I hope you’ll let her know how much I appreciate her.

Caroline Sullivan, Brighton

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