We are are pleased to announce that, as of 19th January, we have novated to trade as Pembroke Financial Services Limited: https://t.co/CD1guNZ61T
Pembroke have been operating locally for 30+ years with a strong market presence & we have been working diligently to integrate.
Not long until Uckfield Late Night Shopping which is always a fantastic evening, and we are delighted once again to feature an advert in this year's Guide.
Adviser Jeremy enjoyed attending a sustainable & responsible investing event last week at the Former Museum of London, which was a full day sustainable, responsible and ethical investment 'deep dive'.
#Sustainabilty#Responsible#Ethical#Investment
The autumn edition of our magazine will be sent out to clients soon. Topics covered include:
- The Autumn Budget
- Unspent pensions to be included in IHT from 2027
- Women lag behind with pension savings
- Gen Z – betting on an inheritance?
- When gifts backfire
and more.
Only Katie could request a cheese board on her birthday rather than cake!
(It didn't quite look as good as the one pictured - we may have used a bit of creative licence here!)
Anyway, wishing a very happy birthday to our Financial Services Administrator Katie for tomorrow!
"Sometimes waving a magic MoneySaving wand and changing all your providers isn’t enough to really improve your finances. Two simple words are needed... STOP SPENDING. This guide and the frightening Demotivator tool will help tackle those spending demons."
https://t.co/iP4fCNrZIo
Coming soon to clients: our magazine (summer edition), with topics including:
-Summer pension round-up
-Get Budget-ready
-Why 'keep calm & carry on' pays off for investors
-Balancing family needs & your own financial freedom
-A closer look at the 'nearshoring' trend,
and more.