New risk criteria for venture capital schemes 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 £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
Guy Ovenden
Chartered Financial Planner
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Jill Rickson
Principal Mortgage Adviser
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Ryan Marshall
Independent Financial Adviser
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Frances Boiling
Chartered Financial Planner
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Keith Bonner
Director & IFA
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Cindy Maloney
Client Support Manager
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Sarah Large
Client Support
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Tracy Brailsford
Client Support
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Keith Relf
Managing Director
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Stuart Johnson
Client Support
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Keith Towler
Independent Financial Adviser
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Adrian Moy
Independent Financial Adviser
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Steve Simmons
Independent Financial Adviser
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Sue Beck
Client Support
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Damon Cooper
Practice Manager
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Judi Reidy
Personal Assistant to the Director
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Lorraine Francis
Client Support
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Andy Knight
Chartered Financial Planner
Excellent mortgage adviser
I can wholeheartedly and without reservation recommend Jill Rickson of Pembroke Financial Services for the excellent, friendly and knowledgeable services she provides! We worked with Jill for our original mortgage application and the re-mortgaging of our property and were thoroughly impressed each time. Without her help, I don’t think we would have been homeowners now as we had been given less than encouraging information by other mortgage advisers. Thank you Jill for everything!!
Ioana – 5 Star Trust Pilot Review
I would highly recommend Pembroke Financial Services!
I used Pembroke to source a mortgage and Jill Rickson was my adviser. Not only did she find me a brilliant deal but as a first time buyer she helped and guided me through the whole process of buying my first home. I had another mortgage adviser before Jill and there is no comparison of the service that I received. Jill was excellent, patient and fully explained everything. I would highly recommend her services to others looking for a mortgage.
Gemma Baldwin – 5 Star Trust Pilot Review
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