Pembroke Financial Services Ltd

Pembroke Financial Services Ltd

Comments

In the lead up to this year's Shoreham Star Trail, on 24th July 2021, we wish to show appreciation to each and every business sponsor who is supporting this event. So this year we wish to start with our Event Sponsor Pembroke Financial Services Ltd.

This is the third year Pembroke have been the event sponsor of Shoreham Star Trail. Managing Director, Keith Relf and the rest of the team have worked closely with Adur Special Needs Project (ASNP) over the last few years, from collection points in their office to teams entering our annual quiz nights to a very long soggy sponsored walk back in 2019. - Keith Bonner

When asked why they support ASNP, Keith Relf said “This (ANSP) is such a great cause for our Company to get involved with. We are very proud to be able to help a small, but invaluable local charity like ASNP”.

This year Pembroke will be sponsoring Sponge Bob Square Pants for Star Trail, but previously have been the proud sponsors of Batman in 2018 and Popeye at our last fundraiser back in 2019.

Pembroke Financial Services Ltd can be found in Shoreham at the end of the High Street opposite the Ropetackle. Thank you once again for your support, your support is never taken for granted.
Shoreham Star Trail Character and Sponsorship Announcement - You are all amazing and we thank everyone of your for your support!

Pembroke Financial Services Ltd are the event sponsor for Shoreham Star Trail - thank you for your support for the third year.
SpongeBob Square Pants - Pembroke Financial Services Ltd

Headline Sponsors
Dorothy from the Wizard of Oz - James Ross Jewellers
Luke Skywalker - Cardens Accountants and Business Advisors
Goofy - Cellular Solutions
Peter Pan - Clarity Environmental
Princess Leia - Tate Surveying Services Ltd

Character Sponsor
Eeyore - Fine Digital
Winnie the Pooh - Fizz Creations
Tigger - ESS Covid Hygiene Solutions
Woody - Sussex Transport
Spiderman - Atkins Gas Services
Scarecrow from Wizard of Oz - We Make Stuff Happen
Cruella de Vil - Bluecoat Wealth Management Ltd
Shaun the Sheep - Steve Rooke Ltd
Merryweather, Fairy Godmother - Silver Star Cleaning Ltd
Flora, Fairy Godmother - HR Smart Ltd

For more updates about our event, please follow our dedicated page Shoreham Star Trail
Very pleased to be part of another great local event with all these other great businesses - well done Shoreham Star Trail

Event Sponsor - Pembroke Financial Services Ltd

Headline Sponsors - Cellular Solutions, Clarity Environmental Wellesley Charitable Foundation, Cardens Accountants and Business Advisors

Character Sponsors - @Southover Foods, James Ross Jewellers, @Atkins gas services, Pasante Healthcare, Zapp Laser Studio, Sussex Kitchen & Bathroom Studio, We Make Stuff Happen, Silver Star Cleaning

Raffle Prizes supplied by Fizz Creations and Star Trail Prizes supplied by Worthing Theatres, Brooklands Go Kart Circuit and Drusillas Park

Printing and banners supplied by - Ocean Press and Sussex Promotions

We are a practice of Independent Financial Advisers (IFAs) and Wealth Managers based in Shoreham-by-Sea in West Sussex. We are a business built on the foundations of providing a personal, ‘hands on’ approach.

We provide financial planning and investment advice to individuals, companies, trustees, business owners and their staff. Now in our 24th year of trading we have 8 qualified Independent Financial Advisers (3 of whom are Chartered Financial Planners ); a Principal Mortgage Adviser and 7 highly professional, friendly support staff. We always aim to provide tailored financial solutions in a professio

Operating as usual

Timeline photos 24/12/2021

We will be closed from 12.30 pm today and will reopen at 9 am on Tuesday the 4th of January.

With best wishes for a Happy Christmas and a Prosperous New Year!

#merrychristmas #Christmas2021 #IFAs #Sussex

We will be closed from 12.30 pm today and will reopen at 9 am on Tuesday the 4th of January.

With best wishes for a Happy Christmas and a Prosperous New Year!

#merrychristmas #Christmas2021 #IFAs #Sussex

Timeline photos 24/12/2021

We will be closed from 12.30 pm today and will reopen at 9 am on Tuesday the 4th of January.

With best wishes for a Happy Christmas and a Prosperous New Year!

#merrychristmas #Christmas2021 #IFAs #Sussex

We will be closed from 12.30 pm today and will reopen at 9 am on Tuesday the 4th of January.

With best wishes for a Happy Christmas and a Prosperous New Year!

#merrychristmas #Christmas2021 #IFAs #Sussex

Timeline photos 23/12/2021

The UN Climate Change Conference (COP26) took place in November in Glasgow. The climate change summit brought together countries to discuss how they can tackle the global issue. It was the first time since COP21, which took place in 2015, that parties were expected to enhance their commitments to climate change. Keith Relf, Founder and Managing Partner of Pembroke Financial Services, explains how it could affect investments here: https://bit.ly/3mPF54b #COP26 #ethical #ESGinvesting #IFAs #Sussex

The UN Climate Change Conference (COP26) took place in November in Glasgow. The climate change summit brought together countries to discuss how they can tackle the global issue. It was the first time since COP21, which took place in 2015, that parties were expected to enhance their commitments to climate change. Keith Relf, Founder and Managing Partner of Pembroke Financial Services, explains how it could affect investments here: https://bit.ly/3mPF54b #COP26 #ethical #ESGinvesting #IFAs #Sussex

23/12/2021
Timeline photos 10/12/2021

Whether retirement is over a decade away or just around the corner, you could face significant challenges that may affect the lifestyle you want. Learning more about these potential obstacles and taking steps to reduce their impact now could make heading into retirement smoother says Andy Knight, Chartered Financial Planner at Pembroke Financial Services.

https://bit.ly/3IOstDI #retirement #pensions #financialadvice #IFA #Sussex

Whether retirement is over a decade away or just around the corner, you could face significant challenges that may affect the lifestyle you want. Learning more about these potential obstacles and taking steps to reduce their impact now could make heading into retirement smoother says Andy Knight, Chartered Financial Planner at Pembroke Financial Services.

https://bit.ly/3IOstDI #retirement #pensions #financialadvice #IFA #Sussex

Timeline photos 09/12/2021

A new Financial Conduct Authority (FCA) campaign is aiming to reduce “investment harm”. This includes helping investors spot potential scams and reducing the number of people invested in inappropriately high-risk investments. But one form of “investment harm” you may not have thought of is choosing not to invest.

Reviewing your money can help you see if investing could make financial sense for you. Contact us to find out more.

https://bit.ly/3lPGwPf #investing #investingtips #financialadvice #financialplanning #IFA #Sussex

A new Financial Conduct Authority (FCA) campaign is aiming to reduce “investment harm”. This includes helping investors spot potential scams and reducing the number of people invested in inappropriately high-risk investments. But one form of “investment harm” you may not have thought of is choosing not to invest.

Reviewing your money can help you see if investing could make financial sense for you. Contact us to find out more.

https://bit.ly/3lPGwPf #investing #investingtips #financialadvice #financialplanning #IFA #Sussex

Timeline photos 03/12/2021

Inflation in 2021 is expected to hit 4%. Inflation means the cost of living will rise and, for mortgage holders, knock-on effects could mean the cost of a mortgage becomes higher says Paul Grennan, Principal Mortgage and Equity Release Adviser at Pembroke Financial Services explains more here: https://bit.ly/3rxlZ5K

Choosing a mortgage and finding the best interest rate for you can be time-consuming and complex, so give us a call for our guidance throughout the process.

#morgages #MortgageAdvice #IFAs #Sussex

Inflation in 2021 is expected to hit 4%. Inflation means the cost of living will rise and, for mortgage holders, knock-on effects could mean the cost of a mortgage becomes higher says Paul Grennan, Principal Mortgage and Equity Release Adviser at Pembroke Financial Services explains more here: https://bit.ly/3rxlZ5K

Choosing a mortgage and finding the best interest rate for you can be time-consuming and complex, so give us a call for our guidance throughout the process.

#morgages #MortgageAdvice #IFAs #Sussex

Timeline photos 29/11/2021

The chancellor announced a hike in Dividend Tax rates in the Autum Budget. He also announced the introduction of a new Health and Social Care levy, to help plug the gap in public finances after the pandemic. The government has said that some of the money raised through the increase will be used to clear the backlog the NHS is experiencing and to support social care costs.

Understanding if you could be affected by the new tax rates is important, as it can allow you to take steps to reduce the additional tax due.

Adrian Moy, Independent Financial Adviser at Pembroke Financial Services, explains why. https://bit.ly/3D2uat6 #dividends #tax #NHS #UKGovernment #budget

The chancellor announced a hike in Dividend Tax rates in the Autum Budget. He also announced the introduction of a new Health and Social Care levy, to help plug the gap in public finances after the pandemic. The government has said that some of the money raised through the increase will be used to clear the backlog the NHS is experiencing and to support social care costs.

Understanding if you could be affected by the new tax rates is important, as it can allow you to take steps to reduce the additional tax due.

Adrian Moy, Independent Financial Adviser at Pembroke Financial Services, explains why. https://bit.ly/3D2uat6 #dividends #tax #NHS #UKGovernment #budget

Timeline photos 26/11/2021

We know we are doing something special when we get glowing recommendations from our clients. This review is for Julie in our Mortgage team. Read more of our client testimonials here: https://bit.ly/3FHz3tg #Testimonial #IFAs #Sussex

We know we are doing something special when we get glowing recommendations from our clients. This review is for Julie in our Mortgage team. Read more of our client testimonials here: https://bit.ly/3FHz3tg #Testimonial #IFAs #Sussex

Timeline photos 25/11/2021

Planning what will happen after your death isn’t easy, but being proactive is important and can help ensure your assets are passed on effectively.

If Inheritance Tax (IHT) is a concern for you, taking out a life insurance policy could mean your estate passes to loved ones intact. With some careful planning, a life insurance payout can cover your IHT liability and ensure assets are passed on to your loved ones. Keith Bonner, Managing Partner and Independent Financial Adviser at Pembroke Financial Services, explains how a life insurance policy can help.

https://bit.ly/3CPZMC8 #IHT #financialplanning #IFAs #Sussex

Planning what will happen after your death isn’t easy, but being proactive is important and can help ensure your assets are passed on effectively.

If Inheritance Tax (IHT) is a concern for you, taking out a life insurance policy could mean your estate passes to loved ones intact. With some careful planning, a life insurance payout can cover your IHT liability and ensure assets are passed on to your loved ones. Keith Bonner, Managing Partner and Independent Financial Adviser at Pembroke Financial Services, explains how a life insurance policy can help.

https://bit.ly/3CPZMC8 #IHT #financialplanning #IFAs #Sussex

Timeline photos 24/11/2021

Almost half of over-50s expected to be part of the workforce by 2030.

Figures suggest that an increasing number of people plan to work past the traditional retirement age. There are a variety of reasons for doing so and it also could help secure your long-term finances. If it’s something you’re thinking about, there are some things you need to consider.

Read more from George Denham or contact us to find out more 01273 774855 / 01444 405160. https://bit.ly/3xjwD0U #IFA #financialadvice #retirement #pensions

Almost half of over-50s expected to be part of the workforce by 2030.

Figures suggest that an increasing number of people plan to work past the traditional retirement age. There are a variety of reasons for doing so and it also could help secure your long-term finances. If it’s something you’re thinking about, there are some things you need to consider.

Read more from George Denham or contact us to find out more 01273 774855 / 01444 405160. https://bit.ly/3xjwD0U #IFA #financialadvice #retirement #pensions

Timeline photos 16/11/2021

How much do you need to save for retirement? It’s an important question, but research suggests that while Generation X is looking forward to the life they’ll have after work, many haven’t thought about the cost says David Brunning. Are you ready to plan your retirement? Contact us on 01273 774855. https://bit.ly/3chEl1V #retirement #pensions #IFAs #Sussex #financialplanning

How much do you need to save for retirement? It’s an important question, but research suggests that while Generation X is looking forward to the life they’ll have after work, many haven’t thought about the cost says David Brunning. Are you ready to plan your retirement? Contact us on 01273 774855. https://bit.ly/3chEl1V #retirement #pensions #IFAs #Sussex #financialplanning

05/11/2021

Over the past few months some of our Client Services team have celebrated some major milestones working with us. Cindy Maloney achieved 25 years’ service and both Lorraine Francis and Sophie Fletcher each achieved 10 years’ service working with us. Congratulations to you! #celebrations #team #IFAs #Sussex

Timeline photos 03/11/2021

Welcome to George Denham who recently joined us. He brings a wealth of experience and skills to our Staplefield office and the Pembroke investment committee as a senior member of the team. Qualified to Chartered status as a Chartered Wealth Manager, George holds advanced financial planning and investment qualifications. Welcome to the team George! Find out more about George here: https://bit.ly/3w89Fcp #MeettheTeam #IFAs #Sussex #financialplanning

Welcome to George Denham who recently joined us. He brings a wealth of experience and skills to our Staplefield office and the Pembroke investment committee as a senior member of the team. Qualified to Chartered status as a Chartered Wealth Manager, George holds advanced financial planning and investment qualifications. Welcome to the team George! Find out more about George here: https://bit.ly/3w89Fcp #MeettheTeam #IFAs #Sussex #financialplanning

Timeline photos 02/11/2021

Introducing our Mortgage Team; Julie Ward, Paul Grennan, and Rozalyn Bailey.

With speculation that the interest rates may rise after the Budget speech last week, we're here for you if you wish to review your mortgage or discuss your options. Please call us on 01273 774855 and we will be happy to assist you.

https://bit.ly/2Y9gzBR

#mortgages #homebuyer #InterestRates

Introducing our Mortgage Team; Julie Ward, Paul Grennan, and Rozalyn Bailey.

With speculation that the interest rates may rise after the Budget speech last week, we're here for you if you wish to review your mortgage or discuss your options. Please call us on 01273 774855 and we will be happy to assist you.

https://bit.ly/2Y9gzBR

#mortgages #homebuyer #InterestRates

Timeline photos 27/10/2021

"Employment is up, investment is growing, public services are improving, the public finances are stabilising, and wages are rising.” This is the backdrop against which Rishi Sunak presented the 2021 Autumn Budget. Promising “a stronger economy for the British people,” the chancellor outlined his taxation and spending proposals. Here’s a summary of the key points and what they mean for you: https://bit.ly/3mlGBLw #Budget2021 #Budget #SpendingReview2021

"Employment is up, investment is growing, public services are improving, the public finances are stabilising, and wages are rising.” This is the backdrop against which Rishi Sunak presented the 2021 Autumn Budget. Promising “a stronger economy for the British people,” the chancellor outlined his taxation and spending proposals. Here’s a summary of the key points and what they mean for you: https://bit.ly/3mlGBLw #Budget2021 #Budget #SpendingReview2021

Timeline photos 19/10/2021

Your pension might not be something you think about often. Unlike your current account or even ISA, it could be decades before you’ll be able to access it. So, it’s not surprising that keeping track of pensions isn’t a priority for many people. However, it’s important for effective retirement planning and ensuring you’re on track. For some, pension consolidation makes the task easier and Andy Knight, Chartered Financial Planner at Pembroke Financial Services, explains why. https://bit.ly/3vp9Gsi #pensions #retirement #retirementplanning #IFAs #Sussex

Your pension might not be something you think about often. Unlike your current account or even ISA, it could be decades before you’ll be able to access it. So, it’s not surprising that keeping track of pensions isn’t a priority for many people. However, it’s important for effective retirement planning and ensuring you’re on track. For some, pension consolidation makes the task easier and Andy Knight, Chartered Financial Planner at Pembroke Financial Services, explains why. https://bit.ly/3vp9Gsi #pensions #retirement #retirementplanning #IFAs #Sussex

Timeline photos 12/10/2021

According to BBC News, Pensions and Lifetime Savings Association experts estimate a single person will need post-tax annual income of £10,900 for a minimum standard of living in retirement.

The calculations for retirement living standards are pitched at three different levels - minimum, moderate and comfortable, and according to The PLSA assessment, around half of single employees were on track to expect a lifestyle between minimum and moderate. They said the position for couples is much better where they are able to share costs.

To find out what you need and how to achieve your financial goals in retirement, contact us on 01273774855.

https://bbc.in/3iQvTtZ #pensions #retirement #financialplanning2021

According to BBC News, Pensions and Lifetime Savings Association experts estimate a single person will need post-tax annual income of £10,900 for a minimum standard of living in retirement.

The calculations for retirement living standards are pitched at three different levels - minimum, moderate and comfortable, and according to The PLSA assessment, around half of single employees were on track to expect a lifestyle between minimum and moderate. They said the position for couples is much better where they are able to share costs.

To find out what you need and how to achieve your financial goals in retirement, contact us on 01273774855.

https://bbc.in/3iQvTtZ #pensions #retirement #financialplanning2021

Timeline photos 05/10/2021

Low interest rates have made borrowing money cheaper than ever, but interest rates could start to rise in the next 12 months. If you’re paying off a mortgage, it could affect your outgoings and the full cost of borrowing says Paul Grennan, Principal Mortgage and Equity Release Adviser at Pembroke Financial Services. Contact us to find out more: 01273 774855 https://bit.ly/3iz3etv

Low interest rates have made borrowing money cheaper than ever, but interest rates could start to rise in the next 12 months. If you’re paying off a mortgage, it could affect your outgoings and the full cost of borrowing says Paul Grennan, Principal Mortgage and Equity Release Adviser at Pembroke Financial Services. Contact us to find out more: 01273 774855 https://bit.ly/3iz3etv

Timeline photos 28/09/2021

In the space of just 12 years, the global economy experienced two events that are considered “once in a lifetime” occurrences. In our recent blog, Ryan Marshall says, as well as having an impact on economies, the 2008 financial crisis and 2020 Covid-19 pandemic are likely to have affected your finances too. Read more from Ryan here: https://bit.ly/2XSiqub #IFAs #Sussex #personalfinances #financialplanning

In the space of just 12 years, the global economy experienced two events that are considered “once in a lifetime” occurrences. In our recent blog, Ryan Marshall says, as well as having an impact on economies, the 2008 financial crisis and 2020 Covid-19 pandemic are likely to have affected your finances too. Read more from Ryan here: https://bit.ly/2XSiqub #IFAs #Sussex #personalfinances #financialplanning

Videos (show all)

Telephone

Address


Marlborough House, 102-110 High Street
Shoreham-by-Sea
BN43 5DB

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 6pm
Other Mortgage Brokers in Shoreham-by-Sea (show all)
Number One Mortgages Number One Mortgages
378 Brighton Road
Shoreham-by-Sea, BN43 6RE

Local independent Mortgage Brokers based in Shoreham and operating throughout Sussex offering expert financial advice.

Concierge Wealth Management Limited Concierge Wealth Management Limited
Terminal Building , 14 Cecil Pashley Way, Shoreham Airport
Shoreham-by-Sea, BN43 5FF

We are Independent Financial Advisors (IFA) and Wealth Managers with over 40 years’ combined experience.

Hilton Sharp & Clarke Financial Services Ltd. Hilton Sharp & Clarke Financial Services Ltd.
Marlborough House, 102-110 High Street
Shoreham-by-Sea, BN43 5DB

Established in 2005, HSC Financial Services are the Financial Planning arm of Hilton Sharp & Clarke, the leading independent firm of Chartered Accountants.