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Pembroke Financial

a choice of charges

The initial fact finding meeting is always at our expense.

Thereafter you will be given the choice of paying for our services by means of commission from product providers, if appropriate, or by means of a fee. The choice will depend upon your individual preference and the type of work which we undertake for you. 

It is our policy to remain independent of the biases created by commissions or fees and we base our work for you on sound judgment, professionalism and a high quality service proposition.

The following document is our Retail Client Agreement.  Our Client Agreement - PDF

This shows our typical terms and conditions: however, we will discuss your preferences such as how we are paid when you ask us for our advice.