Category Archives: Charity

Giving to charity: How it can be tax-efficient too

Tax Planning, The Economy, CharitySeptember 25, 2020

Giving to charity may be part of your financial plan now or in the future. Donations can provide tax benefits too, reducing…

Giving her peace of mind that her funds were safe

I want to thank you for everything you did for Muriel – I know that she thought of you as a friend as well as her advisor and I know that you were very helpful to her as well as giving her peace of mind that her funds were safe.

Lucy Quinn, East Sussex

Friendly and efficient

I have always found Pembroke friendly and efficient.

Mr W Fenton, Hove

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

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.