5 essential money lessons that could improve your child’s financial independence
If you’re preparing to take out a mortgage, working with a mortgage broker can be valuable. As well as helping…
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Financial Planner | Blog Archive | Biography
4 reasons you may want to boost your ISA before the tax year ends
If you’re preparing to take out a mortgage, working with a mortgage broker can be valuable. As well as helping…
Investment market update: September 2022
Discover what happened to affect investment markets in September. From the emergency budget in the UK to growing recession worries…
5 compelling reasons why you should share a financial planner with your family
A third of advised families share the same financial planner. It can help your family reduce your tax bill and…
Investment funds: How do they work and how they could play an important role in your portfolio?
Investment funds are a popular way to invest and can make sense as part of your financial plan. If you’re…
8 in 10 cancer patients suffer a financial hit. Here’s how protection policies can offer security
Research suggests that 83% of cancer patients experience some kind of financial impact from their diagnosis. This may be reduced…
Why you should consider involving your family in your financial plan
Financial planning is often something you do alone or with a partner. But, at times, including your wider family in…
After 2 “once in a lifetime” economic events in 12 years, how can you protect your assets?
In the space of just 12 years, investors have experienced two economic events that have caused volatility. What steps can…
Why rising house prices could mean you need to reconsider your Inheritance Tax plan
House prices have soared and could mean that you’re nearing the Inheritance Tax threshold. Taking a proactive approach can help…
Can you still earn an income from investments in 2021?
The pandemic means many companies have slashed dividends. If you rely on investments to create an income stream, don’t panic…
Covid-19 spurs more people to seek financial advice, but it’s not just for times of crisis
Half of UK adults say Covid-19 has prompted them to seek financial advice. However, long-term financial planning can mean families…
FTSE 100 suffers worst year since 2008 but your portfolio may still have gained
The FTSE 100 suffered its worst performance since the 2008 financial crisis in 2020. Yet, that doesn’t mean your overall…
Protecting your business: What you need to know about key person insurance
Just one in five SMEs protect their business by taking out key person insurance. It’s a product that can provide…
Balancing investment risk and reward: What should you consider?
All investments come with risks, but how is this linked to the rewards? Our blog explains what you need to…
Are you taking an unsustainable amount from your pension?
Figures suggest four in ten people may be taking an unsustainable income from their pension, potentially leading to financial insecurity…
5 things to consider when you come into unexpected money
Coming into unexpected money has the potential to transform your life if used wisely. Here are our five tips on…
The economic impact of coronavirus
As Covid-19 health concerns begin to fall, worries have shifted to the long-term economic impact. 90% of people are worried…
Accessing your pension: Annuity vs Flexi-Access Drawdown
Should you choose a guaranteed income in retirement or an option that provides flexibility? Considering five questions can help you…
12 things to do during lockdown to improve your financial well-being
These are strange and uncertain times during which the UK Government has advised its citizens to remain at home in…
How to save for retirement in your 20s
More people in their 20s are saving into a pension than ever before. But what steps should they be taking…
Savings Advice Sussex: is the LISA an option for first-time buyers?
The Help-to-Buy ISA has departed, though you can still pay in if you already had one. But is the Lifetime…
Investment Advice in Sussex: 5 things to keep in mind when you review your investments in 2020
2019 is over but how has your investment portfolio performed over the last 12 months? We take a look at…
Pembroke launch a suite of Responsible investment portfolios
Independent Financial Advisers and Investment specialists, Pembroke Financial Services are delighted to announce the launch of the Prestige Better World…
Investment Advice in Sussex – UK dividend growth continues, but for how long?
Recent statistics show that dividends from UK shares rose by nearly 7% year-on-year in the third quarter of 2019. The…