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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 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.
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We now manage over £190.5 million of our client’s money under our flagship Wealth Management service which is facilitated by technology known as a ‘Wrap’.
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.
View RegisterFinancial 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?
Meet The Team
Jill Rickson
Principal Mortgage Adviser
Keith Towler
Independent Financial Adviser
Steve Simmons
Independent Financial Adviser
Keith Relf
Managing Director
Cindy Maloney
Client Support Manager
Tracy Brailsford
Client Support
Andy Knight
Chartered Financial Planner
Lorraine Francis
Client Support
Adrian Moy
Independent Financial Adviser
Keith Bonner
Director & IFA
Guy Ovenden
Chartered Financial Planner
Sue Beck
Client Support
Frances Boiling
Chartered Financial Planner
Ryan Marshall
Independent Financial Adviser
Stuart Johnson
Client Support
Judi Reidy
Personal Assistant to the Director
Sarah Large
Client Support
A personal and professional service
I’d like to take this opportunity to thank you for the personal and professional service which is much appreciated
Trevor Meeking
Really helped me plan the next 5 years
Your help going through my Investments and Pensions and your advice concerning the future really helped me plan the next 5 years. As I mentioned I am extremely grateful to you and all at Pembroke for all your good advice over the last 15 years or so which has certainly borne fruit.
Andy Setten, Worthing
Efficient and friendly service with relevant advice
From a personal point of view Pembroke Financial Services has always provided an efficient and friendly service with relevant advice. As a client of my firm, the company has always acted in a professional manner.
Mr C Young, Brighton