Global stock markets are showing very mixed results in 2018.
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 £191 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
Steve Simmons
Independent Financial Adviser
Sue Beck
Client Support
Ryan Marshall
Independent Financial Adviser
Adrian Moy
Independent Financial Adviser
Stuart Johnson
Client Support
Guy Ovenden
Chartered Financial Planner
Jill Rickson
Principal Mortgage Adviser
Damon Cooper
Practice Manager
Keith Bonner
Director & IFA
Judi Reidy
Personal Assistant to the Director
Keith Relf
Managing Director
Sarah Large
Client Support
Andy Knight
Chartered Financial Planner
Keith Towler
Independent Financial Adviser
Tracy Brailsford
Client Support
Lorraine Francis
Client Support
Frances Boiling
Chartered Financial Planner
Cindy Maloney
Client Support Manager
Thank you so much for the investment advice
I want to thank you so much for the investments that you worked out for me. I am able to live very comfortably – 3 holidays a year – and fillet steak when I want to buy it!
Mrs Trumble, Horley
Brilliant working with you
Jill, it’s been brilliant working with you on obtaining a mortgage. You have been really proactive and supportive in organising it, and liaising with the various bodies involved. Thank you so much
Ms Rees, London
Jill always seems ahead of game
I have known Jill for over 15 years and she has arranged several mortgages for my wife and I. Fortunately Jill always seems ahead of game, contacting me well in advance of any decisions that have to be made allowing us enough time to reflect on the options Jill has put to us. I have done and would recommend Jill to potential clients. In addition I am happy for Jill to pass on my details if you wish to speak to me directly.
David Peck, Brighton