Pembroke Financial Services Ltd
Shoreham-by- Sea, West Sussex
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We are a practice of Independent Financial Advisers (IFA’s) and Wealth Managers based in Shoreham in West Sussex, covering Brighton and surrounding areas in Sussex.
We provide financial planning and investment advice to individuals, companies, trustees, business owners and their staff.
We can help you with your investments and savings; your pension and retirement planning; your mortgage; protecting your family or business using life assurances; health insurances; income protection and tax planning.
Pembroke’s team of well qualified and experienced Financial Advisers will ensure that they find the most appropriate solutions for your individual needs.
Our Independent Financial planners can help you with such issues as:
- Investing a lump sum,
- Deciding how much you need to save in order to retire comfortably,
- Estate planning and saving inheritance tax,
- Dividing up pension entitlements on a divorce or separation,
- Getting the right types and amounts of life and health insurance,
- Planning to pay school or university fees,
- Deciding how much to borrow and
- Providing a general financial health check.
Why not call 01273 774855 or email us to see if we can help?
What do you love most about your job?
We are an Independent Financial Advisory business built upon foundations of personal relationships; high quality advice and ongoing value.
We take great pride in our advice and investment process, which includes extensive and ongoing research, whole of market strategies to suit your individual needs and ongoing regular reporting backed up by quality administrative support.
Our 9 Independent Financial Advisers, Principal Mortgage Adviser and client support staff have over 400 years of combined Financial Services experience and are well qualified in their areas of expertise.
We constantly strive to improve our knowledge and qualifications in order to build upon the Pembroke advice and service proposition.
Our aim is to give you financial advice which gives choice, value and quality.
We fully recognise that you place your trust in us and always endeavour to repay that trust with sound judgment and expert, confidential guidance.
‘Pembroke Financial Services should be your lifetime choice’.
What inspired you to start your own business?
Keith Relf founded Pembroke in 1993 after being given the opportunity to set up on his own by a Corporate client who wanted him to be their ‘in house’ Employee Benefit Consultant. He was to deal with their Group pensions, life assurance, income protection and private healthcare as well as individual employees’ business such as investments and mortgages… 23 years later we are still here and Pembroke has grown from a one man band to a veritable orchestra of 17!
Why should our clients choose you?
We are very proud to say that the maxim we began with – ‘treat others as one would like others to treat oneself’ – has served us well over 23 years. Pembroke has grown organically, we hope attracting the right type of people, and furthermore we like to think that this ethical ‘code’ is now totally embedded within the organisation.
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Pembroke Financial Services Ltd
Marlborough House, 110 High St, Shoreham-by-Sea BN43 5DB, UK
Founded in 1993, Pembroke Financial Services has built a reputation for honesty, impartiality and attention to detail delivered with a personal touch. There’s nothing short term about our business model. We believe in long term, trusting relationships with our clients and our many professional introducers. The Pembroke ‘group’ now manage over £179 million of our client’s money under our flagship Wealth Management service which is facilitated by technology known as a ‘Wrap’. The sum total of client capital which we manage in the many tax wrappers and financial products available to us such as ISAs, Pensions, Capital Investment Bonds, portfolios of Unit Trusts and OEICs is well in excess of £200 million.
Buy With Confidence accredited
From July 2012.
Pembroke Financial Services has been vetted and approved by Trading Standards to ensure that they operate in a legal, honest and fair way.
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