Why it pays to use your 2022/23 ISA allowance right now
While you may be tempted to leave using your annual ISA allowance until the end of the tax year, using it now…
The thinking behind the money...
While you may be tempted to leave using your annual ISA allowance until the end of the tax year, using it now…
In another lockdown, it can difficult to find reasons to be optimistic, but if you look a little closer there are signs…
ISAs, or Individual Savings Accounts, have been around for over 20 years. Back in 1999, then Chancellor Gordon Brown introduced the product…
At a time of year even more focused on spending than usual, there are a few simple habits you can develop to…
Christmas is around the corner and adverts for toys and gadgets are everywhere. But have you thought of making a gift of…
ISAs celebrate their 20th birthday this April. If you haven’t reviewed yours in a while, this a good opportunity to ensure they…
It’s the 20th birthday for tax-free investment in ISAs. With the deadline for contributions approaching, have you made the most of your…
The Lifetime ISA (LISA) may not survive after low uptake by providers and fresh criticisms from parliament. The LISA has been reviewed…
Don’t wait for the end of tax year reminders! There are advantages to planning your ISA investments at the beginning of the…
Back in 2014 the then Chancellor of the Exchequer , George Osborne, announced that that Individual Savings Accounts (ISAs) would become inheritable…
Your Individual Savings Account (ISA) allowances expire on 5th April and with a lower dividend allowance from 18/19, should you be looking…
In the world of ISAs, cash ISAs have long attracted more contributions than their stocks and shares counterpart. However, new statistics from…
Patient, informative and diligent
I’ve used Frances Boiling’s services for several years as my financial advisor. She has always been patient, informative and diligent. Most recently, she has helped me to invest part of an inheritance, and has taken the time to thoroughly answer all my many questions. That kind of professionalism – especially since I’m not a big-money client – deserves praise, and I hope you’ll let her know how much I appreciate her.
Super helpful
Fantastic experience with Paul and Julie. Super helpful, communicative and full of advice. Will not hesitate to use Pembroke in the future.
A great help
Please thank Sue for all her help. It is always a pleasure to speak to her. She sounds like a lovely young lady.
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.