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 you this…
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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 strong financial…
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 process…
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 the coming…
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 could affect…
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 term, investors…
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 you reduce…
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 can be…
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 to deliver…
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, like that…
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 on opportunities.…
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 for the…
