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…

Impressed with the performance of our pensions and ISA

I just wanted to say that I’m really impressed with the performance of our pensions and ISA. In such difficult times it is clear to me that the decisions that the investment committee have made have protected our investments very well.

Michelle & Bill Telford, Ringmer

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

Made a stressful process, feel so easy

Paul helped us find an amazing deal on our mortgage. Explained everything in simple terms for us and answered our many questions. Already recommended to friends. Thank you again for all your help, made a stressful process, feel so easy.

Kerrie Woodward

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.