An unexpected dip in UK inflation delays interest rate rise in May
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 £164 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
Lorraine Francis
Client Support
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Frances Boiling
Chartered Financial Planner
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Keith Relf
Managing Director
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Keith Towler
Independent Financial Adviser
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Judi Reidy
Personal Assistant to the Director
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Stuart Johnson
Client Support
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Sue Beck
Client Support
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Tracy Brailsford
Client Support
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Steve Simmons
Independent Financial Adviser
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Andy Knight
Chartered Financial Planner
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Jill Rickson
Principal Mortgage Adviser
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Guy Ovenden
Chartered Financial Planner
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Damon Cooper
Practice Manager
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Sarah Large
Client Support
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Cindy Maloney
Client Support Manager
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Adrian Moy
Independent Financial Adviser
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Ryan Marshall
Independent Financial Adviser
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Keith Bonner
Director & IFA
Delighted with the results
We want to thank you very much for your stewardship. I know that it is your professional attention to detail and your objective involvement which is responsible, but you do seem to have that extra “flair” – and its working well for us.
Mr & Mrs H, Seaford
Very happy first time buyer
Being a first time buyer it was a daunting aspect applying for a mortgage. Jill at Pembroke made the whole process as stress free as possible by providing me with excellent advise and support. I would defiantly recommend Pembroke financial services to any first time buyer requiring financial and mortgage advice.
Hannah – 5 Star Trust Pilot Review
The ideal PA and always a joy to contact
Cindy is the ideal PA since she is always a joy to contact, will resolve problems initially or if unable to will expedite the issue to a senior partner and pursue until resolved. All contact is diligently confidential. I have worked with her for many years and now consider her a friend and the first port of call for all advice from Pembroke on financial affairs.
Phil Totham, East Sussex