The thinking behind the money...

Pembroke Financial

The Thinking Behind the Money

Category Archives: Financial Advice

Pension flexibility: too taxing for many

Financial Advice, Tax Planning, Pension, Retirement PlanningJune 11, 2019

Lump sum withdrawals under pension flexibility are resulting in over-paid tax due to emergency tax codes. Don’t be caught out. Recent HMRC…

Ripple effect widens for China investors

Investment, Savings, Financial Advice, Savings & InvestmentsJune 4, 2019

It is not only Chinese mainland shares which are now attracting investor attention. China is in the investment news again as Bloomberg…

Riding out the US investment bends

Investment, Savings, Financial AdviceMay 21, 2019

A brief dip in US Treasury securities yields illustrates the benefits of holding your nerve amid investment ‘noise’. On 22 March the…

The world’s share markets mostly saw falls in 2018

Financial Advice, Investment, Wealth ManagementJanuary 22, 2019

2018 was a much more volatile year than its predecessor for investors as Brexit and Trump worried the markets. 2018 was a…

The FCA advises caution with crypto-currencies

Investment, Wealth Management, Savings, Financial AdviceJanuary 15, 2019

The Financial Conduct Authority (FCA) is warning consumers about investment scams that purport to invest in crypto-currencies. The watchdog has seen a…

Shake up your financial New Year’s resolutions

Shake up your New Year’s resolutions

Pension, Investment, Inheritance Tax, Retirement Planning, Wealth Management, Financial AdviceJanuary 8, 2019

New year, new resolutions to break? Try our four financial resolutions with long term benefits. Have your New Year resolutions fallen by…

Don’t ignore your credit report

Mortgage, Financial Advice, Credit ReportsJanuary 1, 2019

It pays to be aware of your credit history to ensure no-one is applying for loans or credit cards in your name.…

Cash ISAs fall out of favour as inflation outstrips interest rates

Wealth Management, Savings, Financial Advice, Financial Planning, InvestmentOctober 30, 2018

The popularity of Cash ISAs is continuing to wane according to new statistics from HMRC. With inflation persistently above interest rates, it’s…

Global stock markets are showing very mixed results in 2018.

Wealth Management, Savings, Financial Advice, Financial Planning, InvestmentOctober 16, 2018

Is your investment plan making the most of the opportunities out there? Ryan Marshall, Investment specialist and Independent Financial Adviser at Pembroke…

Interest rates start to creep up after nine years – more to come?

Investment, Wealth Management, Financial Advice, Financial PlanningSeptember 11, 2018

The Bank of England increased the base interest rate in August to 0.75% – the second increase in 12 months. The Bank’s…

The benefits of early ISA investments

Financial Advice, ISAs, InvestmentApril 17, 2018

Don’t wait for the end of tax year reminders! There are advantages to planning your ISA investments at the beginning of the…

Pembroke Financial Welcomes Frances Boiling to The Team

Financial Advice, Pembroke Financial Services, Pembroke Financial NewsApril 10, 2018

Pembroke Financial Services are absolutely delighted to announce the arrival of Frances Boiling as the latest addition to their 9 strong IFA…

Delighted with the results

We want to thank you very much for your stewardship. I know that it is your professional attention to detail and your objective involvement which is responsible, but you do seem to have that extra “flair” – and its working well for us.

Mr & Mrs H, Seaford

Helpful, professional and efficient

Julie was so helpful, professional and efficient and worked very hard to get us the best deal Thank you so much for all your hard work I really appreciate it.

Clarissa Varza, Littlehampton

Thank you so much for the investment advice

I want to thank you so much for the investments that you worked out for me. I am able to live very comfortably – 3 holidays a year – and fillet steak when I want to buy it!

Mrs Trumble, Horley

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.