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…
The thinking behind the money...
You may have read in the press about a recent Okta breach in the U.S, so I want to reassure you this…
Pembroke Financial Services are absolutely delighted to announce the arrival of Seb Lewis as the latest addition to our thirteen strong financial…
Financial planning is often something you do alone or with a partner. But, at times, including your wider family in the process…
Millennials are the generation most likely to consider ESG issues when investing. With wealth set to pass to them in the coming…
After more than a decade of low interest rates, they could start to rise. While good news for savers, it could affect…
Greater access to the news means it often seems like there’s a reason not to invest. But over the long term, investors…
House prices have soared and could mean that you’re nearing the Inheritance Tax threshold. Taking a proactive approach can help you reduce…
If you’re nearing retirement age, you may be thinking about taking a tax-free lump sum from your pension. While it can be…
Ahead of Pension Awareness Day, there are some things you can do to make sure your pension is on track to deliver…
Research suggests 9.4 million Brits aren’t seeking financial advice despite being open to the idea of it. For some, misconceptions, like that…
More than four in ten people don’t know where to seek financial advice and it could mean they’re missing out on opportunities.…
77% of Brits define financial success as not having to worry about money. However, many aren’t taking steps to prepare for the…
Impressed with the performance of our pensions and ISA
I just wanted to say that I’m really impressed with the performance of our pensions and ISA. In such difficult times it is clear to me that the decisions that the investment committee have made have protected our investments very well.
We feel ‘looked after’ by you
We are more than happy with the way you, Stuart and anyone else involved at Pembroke have dealt with our pensions/transfers. You have always explained things in a way that’s easy to understand without being patronising and we feel ‘looked after’ by you. The pension transfer too was so easy and I have been kept informed every step of the way.
A very efficient team always ready to help
Would highly recommend. A very efficient team always ready to help and answer any questions.
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.