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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Pembroke Financial Welcomes Seb Lewis to the Team
Pembroke Financial Services are absolutely delighted to announce the arrival of Seb Lewis as the latest addition to our thirteen…
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…
The millennial generation and wealth transfer paves the way for ESG investing boom
Millennials are the generation most likely to consider ESG issues when investing. With wealth set to pass to them in…
Why interest rates could start to rise in 2022 and what it means for your mortgage
After more than a decade of low interest rates, they could start to rise. While good news for savers, it…
Market shocks present reasons not to invest but you could miss out
Greater access to the news means it often seems like there’s a reason not to invest. But over the long…
Why rising house prices could mean you need to reconsider your Inheritance Tax plan
House prices have soared and could mean that you’re nearing the Inheritance Tax threshold. Taking a proactive approach can help…
Should you take a tax-free lump sum from your pension to celebrate retirement in style?
If you’re nearing retirement age, you may be thinking about taking a tax-free lump sum from your pension. While it…
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,…
43% of savers and investors don’t know where to find advice
More than four in ten people don’t know where to seek financial advice and it could mean they’re missing out…
Financial health check: How do you score?
77% of Brits define financial success as not having to worry about money. However, many aren’t taking steps to prepare…
Chancellor announces new Covid-19 economic support – everything you need to know
Read about the announcements Rishi Sunak has made as part of a new range of measures designed to support the…
Pembroke Financial Services Coronavirus Update
These last few months have been interesting times for us all and we want to thank, from the bottom of…
Ethical Investing with Sussex’s leading IFA: Investing on principle
Whether it’s the Extinction Rebellion protests or Greta Thunberg’s speech to the UN, there has been a renewed focus on…
IFAs in Brighton recommend five ways to develop better spending habits
At a time of year even more focused on spending than usual, there are a few simple habits you can…
The search for yields gets harder
In September the Bank of England held off from following the Federal Reserve (the Fed) and the European Central Bank…
Holding your nerve in volatile times – Autumn Newsletter
Welcome to your Autumn 2019 newsletter. We hope you enjoy reading it. It’s almost impossible these days not to think…
Who are the top 1% of income tax payers?
The top 1% of income tax payers account for 27% of all the UK’s income tax collected, but who are…
How do you feel about state pension age increasing to 75?
A report from a Conservative think tank suggesting a quicker rise to a state pension age of 75 has ruffled…
A bumpy ride for August on the stock markets
August was a rollercoaster month for international markets with interest rates, trade wars and Brexit contributing to a bumpy ride.…
Money purchase pension annual allowance penalties – pick a number, any number.
Freedom of Information (FoI) requests have highlighted a lack of HMRC’s knowledge about how many people have been hit with…
New headaches for private landlords
Private landlords could find it harder to evict tenants in future, thanks to new government legislation. Landlords will no longer…
New prime minister, new tax policies
Boris Johnson took office towards the end of last month with a new chancellor in Sajid Javid, both with different…