Pembroke Financial Services Ltd - IFAs in Brighton & Shoreham

www.pembrokefinancial.co.uk

Professional, Friendly, Trusted and Independent. Now in our 26th year , our aim has always been to provide a personal, impartial and professional financial advisory service backed up by exceptional levels of on-going service. These core values continue at the heart of the business today and the resultant loyalty of our clients has underpinned our growth. We now actively manage over £248 million of client’s capital with well over a further £69 million managed outside of our core service proposition. All of our regulated Financial Advisers are qualified to Diploma status. Indeed, three of our Advisers have attained Chartered Financial Planner status. This qualification is widely recognised as a Financial Advisers’ highest and most prestigious level of personal achievement. Pembroke Financial Services were, following a successful application in 2012, granted accreditation under the ‘Buy with Confidence" scheme as approved by Trading Standards. We are members of the Federation of Small Business (FSB) and the Personal Finance Society. We are proud sponsors of Ropetackle Arts Centre - a multi-award winning, community-run arts venue - and Adur Special Needs Project. ~ Independent Advice ~ Personalised, Friendly Service ~ We Treat Our Clients Fairly ~ Exceptional Customer Service ~ Choice, Value and Quality ~ Fully Transparent Fee Structure ~ Highly Qualified Advisers We passionately believe that Independent, ‘whole of market’ financial advice is the ONLY way forward. IFA’s are the only type of financial advisers who are able to select from all products available in the financial marketplace – making sure you get the right advice for your individual needs. Independent status means that you benefit from our offering recommendations using the broadest range of financial products and services -whether that is for investment advice, retirement planning, inheritance tax planning or simply reducing your financial expenditure.

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Professional, Friendly, Trusted and Independent. Now in our 26th year , our aim has always been to provide a personal, impartial and professional financial advisory service backed up by exceptional levels of on-going service. These core values continue at the heart of the business today and the resultant loyalty of our clients has underpinned our growth. We now actively manage over £248 million of client’s capital with well over a further £69 million managed outside of our core service proposition. All of our regulated Financial Advisers are qualified to Diploma status. Indeed, three of our Advisers have attained Chartered Financial Planner status. This qualification is widely recognised as a Financial Advisers’ highest and most prestigious level of personal achievement. Pembroke Financial Services were, following a successful application in 2012, granted accreditation under the ‘Buy with Confidence" scheme as approved by Trading Standards. We are members of the Federation of Small Business (FSB) and the Personal Finance Society. We are proud sponsors of Ropetackle Arts Centre - a multi-award winning, community-run arts venue - and Adur Special Needs Project. ~ Independent Advice ~ Personalised, Friendly Service ~ We Treat Our Clients Fairly ~ Exceptional Customer Service ~ Choice, Value and Quality ~ Fully Transparent Fee Structure ~ Highly Qualified Advisers We passionately believe that Independent, ‘whole of market’ financial advice is the ONLY way forward. IFA’s are the only type of financial advisers who are able to select from all products available in the financial marketplace – making sure you get the right advice for your individual needs. Independent status means that you benefit from our offering recommendations using the broadest range of financial products and services -whether that is for investment advice, retirement planning, inheritance tax planning or simply reducing your financial expenditure.

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City (Headquarters)

Shoreham-by-Sea

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Employees

11-50

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Founded

1993

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Chief Financial Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Founder and Director

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    Phone (***) ****-****
  • Operations Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Doctor of Medicine

    Email ****** @****.com
    Phone (***) ****-****

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