our services
Pembroke Financial Services offer a wide range of services that will help your money grow.
We pride ourselves on the service that we provide our clients. For us, it is about the whole journey and not just the starting point. We are here to help you every step of the way, to plan your finances in a way that will help you achieve your goals.
The links below will take you to the appropriate part of our website and give you further information.
Alternatively, just click here to contact us now and let us help you get on the right track.
At Pembroke Financial Services our job is to research and recommend the most appropriate financial solutions for you after asking a whole range of detailed questions about your personal circumstances, your future aspirations and your tolerance to investment risk.
Our specialist areas include:
wealth management
Our Wealth Management Service, which we like to call our ‘Wrap’, is a secure online portfolio management system which brings your investments and pensions together into one place, allowing you a constant consolidated overview of your financial position.
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mortgages, remortgages and equity release
Pembroke can provide detailed guidance on buying a property and looking for the right type of mortgage. Our advice covers not only property purchase, but also remortgages, Equity Release and Commercial mortgages.
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pre & post retirement planning
At Pembroke we have the technical knowledge and access to pension products from across the whole of the market.
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investments for income and growth
Pembroke can provide a full investment advice and portfolio planning service for you. This incorporates advice on Individual Savings Accounts (ISAs), Investment Trusts, OEICs, Structured Products and Onshore and Offshore Capital Investment Products.
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life assurance, family and income protection
Only expert, independent advice after a full review of your circumstances, can ensure that you find solutions to protect your family, your business and your income.
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private health insurance
Private healthcare can be very expensive and it is essential that you assess all of the options offered by the different providers.
Pembroke provide independent, specialist advice on all the alternatives, giving you the cover you require whilst ensuring that you get the best value for money.
school fees and further education planning
Pembroke can help to cut the effective cost of education to more manageable proportions by careful advance planning and the use of prudent tax efficient investments and Trusts.
inheritance tax strategies
None of us like to think too much about dying, yet it is important that we plan ahead to ensure that our families and dependents are not left in financial difficulty when it does happen.
At Pembroke we can help you plan to reduce Inheritance Tax liabilities whilst meeting other objectives during your lifetime.
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corporate solutions
Companies have many specialist needs including shareholder or partnership protection, key personnel cover and providing employee benefits.
Pembroke can help with a full business financial planning review.
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Pembroke Wealth Management: 
