Transfers out of private sector final salaries pensions boomed in 2017
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 £181 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?
Why Buy Advice
Read HereSummer Newsletter
A new era for VCTs and EISs as rules change
Reduced protection for mortgage payments
Don’t forget the FSCS safety net
Which ISA is right for you?
UK dividends continue to perform
Interest rates are set to rise
Stuck in frozen tax thresholds?
Pension scams and cold calling
2018/19 Tax Tables
Read HereMeet The Team
Jill Rickson
Principal Mortgage Adviser
Damon Cooper
Practice Manager
Judi Reidy
Personal Assistant to the Director
Tracy Brailsford
Client Support
Steve Simmons
Independent Financial Adviser
Guy Ovenden
Chartered Financial Planner
Adrian Moy
Independent Financial Adviser
Sue Beck
Client Support
Lorraine Francis
Client Support
Keith Towler
Independent Financial Adviser
Frances Boiling
Chartered Financial Planner
Sarah Large
Client Support
Cindy Maloney
Client Support Manager
Andy Knight
Chartered Financial Planner
Keith Bonner
Director & IFA
Keith Relf
Managing Director
Stuart Johnson
Client Support
Ryan Marshall
Independent Financial Adviser
A great help
Please thank Sue for all her help. It is always a pleasure to speak to her. She sounds like a lovely young lady.
Mrs. Holden, Brighton
Efficient, reliable and informative
Jill has arranged several mortgages for us, for both our main homes and a buy-to-let property. We have always found Jill to be efficient, reliable and informative, and we really value her straight-speaking, no-nonsense approach. Being kept well-informed, during what is usually a stressful period, has also been really wonderful, and much appreciated.
Dan & Hannah Osmond, Brighton
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