Welcome to Pembroke Financial 
Hello. We’re a leading Independent Financial Adviser (IFA) firm based in Shoreham and covering Brighton & surrounding areas. We offer financial planning and investment advice to individuals, companies, trustees, business owners and their staff.  We also offer a Free and no obligation Initial Consultation.

We can help
We offer advice on everything from investments and savings, to pensions and mortgages. We can also help when it comes to protecting your family or business.

Our team of highly-qualified and experienced Financial Advisers will always be on hand to find the right solutions for your individual needs.

Financial planning covers a wide range of life events and choices. For example, our Independent Financial planners can help you with:

• 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.
• Providing a general financial health check.

Why not call 01273 774855 or email us to see if we can help?

Why Pembroke?
We’re an independent financial advice business, built on firm foundations: personal relationships, high quality advice and ongoing value.

Choice, value and quality.
Our aim is to give you financial advice which offers choice, value and quality. Our team has over 400 years of combined Financial Services experience and expertise. And we work constantly to improve on our knowledge and qualifications.

Here’s what we offer at a glance:

• Independent advice with a long-term view.
• Personal, friendly service. Exceptional customer service.
• Fully transparent fee structure.
• Highly qualified advisers.
• Fair treatment at all times.

Regulated by the Financial Services Authority (FCA) for your peace of mind.
The Financial Services Register is a public record that shows details of firms, individuals and other bodies that are, or have been, regulated by the Financial Conduct Authority (FCA). You can search the Register to find out whether a firm you are using, or plan to do business with, is authorised or registered by FCA, or is exempt.

Pembroke Financial Services Ltd is Authorised and Regulated by the Financial Conduct Authority. We are entered in the Financial Services Register under number 228341.

Deciding to pay for financial advice is a big step.

It is normal to question yourself, especially as the results of this particular investment may not be apparent for years to come.

We have put together a guide for anyone going through that decision-making process. We hope you find it helpful, and please don’t hesitate to ask if you have any questions or would like to talk to us in more detail about the advice service we can provide.

There are some financial steps that many of us can probably take ourselves without the need for professional advice, and with just a little research online. For example, write a simple will, put some money aside each month into a work pension (your employer is obliged to enrol you into their work pension automatically these days) and pay off debts.

However, as you start to accumulate assets and your personal and financial circumstances become more complex, it’s natural to think about seeking professional, Independent Financial advice.

This might be to help with the financial implications of a specific situation such as retirement, the sale of your company, divorce or the birth of a child… or it might be to simply seek reassurance that you are on the right track financially (and to make any necessary adjustments if you’re not).