Category Archives: Will

How a will can help you reduce Inheritance Tax

Inheritance Tax, Estate Planning, Financial Planning, WillOctober 9, 2020

A will is an essential part of your estate plan and it could help reduce the amount of Inheritance Tax due on…

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.

Mrs. Holden, Brighton

I would highly recommend Pembroke Financial Services!

I used Pembroke to source a mortgage and Jill Rickson was my adviser. Not only did she find me a brilliant deal but as a first time buyer she helped and guided me through the whole process of buying my first home. I had another mortgage adviser before Jill and there is no comparison of the service that I received. Jill was excellent, patient and fully explained everything. I would highly recommend her services to others looking for a mortgage.

Gemma Baldwin

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.

Alison Hutchinson, Shoreham-by-Sea

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.