The recent Okta breach in the United States has not affected Pembroke clients
You may have read in the press about a recent Okta breach in the U.S, so I want to reassure…
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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…
8 things to do to give your finances a spring clean
As spring approaches, now is the perfect time to review your finances and assets. This can help make sure the…
Half admit to making impulsive, emotional investment decisions, and many go on to regret it
Have emotions ever influenced an investment decision you’ve made? If so, you’re not alone, but impulsive decisions can lead to…
Why do people use equity release, and is it an option you should consider?
Equity release is becoming a popular way for people to fund their later years, and it could give your finances…
Long-term fixed mortgages are now on offer, but are they a good choice for you?
Long-term mortgages with a fixed rate are now on offer. They can provide homebuyers with peace of mind, but there…
Why now is the perfect time to start thinking about the end of the tax year
While it might seem some way off, preparing for the end of the tax year now can help you make…
The majority of divorcees are overlooking pensions and it could leave them financially vulnerable
The law changed in 2000 to allow pensions to be split during a divorce or dissolution. Yet, just 1 in…
7 new year resolutions that could improve your financial wellbeing
This year, making a new year resolution that considers your long-term financial wellbeing could have a positive impact far beyond…
Spend, save, or invest: What should you do with your child’s Christmas money?
If your children will receive money this Christmas, it can be an excellent way to teach money skills, from the…
Do you have realistic investment expectations?
When you’re investing, it’s important that you set out realistic expectations to create an accurate plan and to spot potential…
The pension gap: Life expectancy means women need to save more for retirement
Women need to save an extra £185,000 in their pension to close the gender gap and ensure they have enough…
Generation X is looking forward to life’s small pleasures in retirement, but are in the dark about the cost
Research finds that Generation X is looking forward to life’s small pleasures in retirement, like socialising with family and friends…
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…
7 steps to take when you receive an inheritance to make the most of it
Receiving an inheritance can be life-changing. But it can also be overwhelming and you may not know where to start…
Equity release: As house prices soar, here’s what you need to consider first
£1.17 billion of property wealth has been unlocked through equity release. However, it’s important to weigh up the pros and…
7 things you need to do this Pension Awareness Day
Ahead of Pension Awareness Day, there are some things you can do to make sure your pension is on track…
5 excuses for not seeking financial advice, and why they’re wrong
Research suggests 9.4 million Brits aren’t seeking financial advice despite being open to the idea of it. For some, misconceptions,…
4 things parents can do to help children secure a mortgage and financial security
As younger generations struggle to secure a mortgage, you may want to provide support as a parent. There’s more than…
Over 55s planning once in a lifetime experiences, but could finances hold back aspirations?
Research finds that over 55s are planning to tick off bucket list items as Covid-19 restrictions lift, but some say…
Retiring in 2021? Planning is key as two-thirds risk depleting their pension savings
Research suggests that two-thirds of retirees risk running out of money. As well as understanding what income your pension will…
Equity release: As property values soar, could your home help fund your later life?
As property wealth climbs to £6 trillion, more people are using equity release to access this wealth in retirement. It…
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…
5 financial steps new parents should take to protect their family
If you’re a new parent, taking these five financial steps can help provide security for your family now and in…