About Pembroke Financial Planning
Independent financial planning in Sussex, Surrey and Kent since 1993. Seven offices, one team, and advice you can trust because nothing else is pulling on it.
Top 100Financial Advisors 2025
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Advice, taken seriously.
Pembroke started in Sussex in 1993 and grew because clients told other clients we were worth it.
Thirty years later: seven offices, 150 people, £2.9 billion under our care. Same principle: we listen properly and build a plan around your life.
Independent. Whole of market. No products to sell. No shareholder pushing us.
Our measure is whether your plan is working. If it isn't, we say so.
Local isn't a marketing line.
Our advisors drive through Horsham most days. National helplines don't.
We know Sussex, Surrey and Kent because we live here. Our offices are in Brighton, Godalming, Haywards Heath, Horsham, Sevenoaks, Uckfield and Worthing, and if you'd rather we came to you, we will.
Seven offices, one team.
We share the same standards across every office. The advice doesn't change with your postcode.
We come to you
Home visits across Sussex, Surrey and Kent. If travelling is difficult, we make it easy.
Thirty years in the region
We've been here long enough to know the schools, the employers, the property markets, and the local tax questions.

Why independent matters.
Financial advice in the UK comes in two forms. Restricted, where the firm can only recommend from a set panel. Independent, where the firm recommends from the whole market.
Pembroke is independent.
When we recommend a policy, it's because it's right for you, not because it's on our shelf. Nothing else pulls on the advice.

The people are the firm
Everyone at Pembroke has been trained the same way, holds themselves to the same standards, and works to the same idea: your plan should be built around your life, not the other way round.
You'll meet the person who becomes your planner early, and you'll keep them. Continuity matters when the advice matters.
What clients tell us they value.
Someone who listens
Not a pitch. Not a product recommendation. A conversation that starts with your life.
Someone who stays
Not the person who onboards you and disappears. And if your advisor does change over the years, the handover is done properly, so you're not starting again.
Someone who tells you the truth
When it's good news. When it isn't. When you need to change something. When you don't.
The questions people ask about Pembroke.

Clear plan. Confident futures.
If you're wondering whether the plan you have is the plan you need, or whether you should have one at all, the first call is free and honest. We'll tell you whether we can help, and if we can't, we'll tell you who can.
Independent financial planners across the South East

Worthing
Phone: 01903 259200



Godalming
Phone: 01483 427366

Haywards Heath
Phone: 01444 405160


Uckfield
Phone: 01825 766130
Start with a conversation.
Tell us a little about yourself. One of our advisors will be in touch within one working day.
30 minutes, by phone, video or in person
No pitch. No pressure. No paperwork.
A real person, within one working day.
Top 100Financial Advisors 2025
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