Daily Archives: May 20, 2022

8 essential finance lessons you should teach teenagers as 72% say they want more financial education

Financial Advice, Pembroke Financial News, Wellbeing, Financial FutureMay 20, 2022

Research shows the majority of teenagers want to learn more about personal finance topics like mortgages and pensions. Here are eight lessons…

Thank you for your prompt attention, and excellent service

Thanks for the update on our investments. We are very pleased as usual, please pass our thanks to the other Keith too. Given the current climate, we feel very lucky! Many thanks for your prompt attention, and excellent service!

Mrs & Mrs D, East Sussex

Exceeded any expectations we had

I received very prompt, easy to understand information with reference to my position as Power of Attorney for my Downs Syndrome brother regarding a query to transfer his pension to a ‘Drawdown Pension’ to allow funds to be accessed, above and beyond his regular payments, for private health care if government care is insufficient. I received a detailed email laying out important points to consider and suggestions to contact official bodies to acquire clarification. David provided a level of service which exceeded any expectations we had, given our other dealings with financial advisers, and my family and I are extremely grateful.

Mrs H, Brighton

The ideal PA and always a joy to contact

Cindy is the ideal PA since she is always a joy to contact, will resolve problems initially or if unable to will expedite the issue to a senior partner and pursue until resolved. All contact is diligently confidential.  I have worked with her for many years and now consider her a friend and the first port of call for all advice from Pembroke on financial affairs.

Phil Totham, East Sussex

Pembroke Financial Services Limited is Authorised and Regulated by the Financial Conduct Authority. We are entered in the Financial Services Register under number 228341, www.fca.org.uk. Registered and Incorporated in England & Wales at Atlas Chambers, 33 West Street, Brighton, BN1 2RE under number 2518721.The FCA does not regulate National Savings, or some forms of Mortgage, Tax Planning, Offshore Investments or School Fees Planning. The information contained within this site is subject to the UK regulation regime and is therefore targeted at consumers based in the UK only.