Your trusted financial partner
£
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bn
assets under management
0
+
years established
0
employees and growing
£
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m
assets invested sustainably
Helping you with life’s big moments
We have built a reputation for providing outstanding financial advice and client service, offering smart investment, retirement and tax planning advice backed up by tried and trusted wealth management solutions.
Every individual client has their own diverse requirements. So, we take the time to understand your aspirations and concerns, creating financial action plans that are perfectly tailored to your needs, now and in the future.
Pembroke Financial Services, Independent Financial Advisers (IFAs), are authorised and regulated by the Financial Conduct Authority.
What our clients say about us
My experience with Seb Lewis is absolutely fantastic.
I would like to take the opportunity to let you know that my experience with Seb Lewis is absolutely fantastic. He is providing me with rounded advise and moreover is personable and practical. I don’t usually give feedback but had to let you know as it’s a great experience.
Christina Nicolaou
I have never received such splendid advice and attention.
I very much appreciate the time and consideration you have taken on my behalf. I have never received such splendid advice and attention and I look forward to a long and happy Investment career with Pembroke Financial Services.
Pamela Bacon-Upshon
Couldn’t recommend a better team.
I can’t speak highly enough of Paul and the team at Pembroke FS on the level of service received following my new mortgage for my recent house move. Full communication throughout every milestone so I fully knew where I was at all times and even went above and beyond to deal with a major obstacle that threatened to derail the process and advise on the situation using his experience. Couldn’t recommend a better team and will 100% use their services in the future.
Neil
We really appreciate the clear and invaluable advice.
Myself and Debby really appreciate the clear and invaluable advice that has been given to us over the past few years and will certainly be in touch should we need any help with financial matters in the future. Also, thank you for keeping us informed and your efficiency in actioning things as required.
Dave & Debby
Really impressed with the performance of our pensions and ISA.
I just wanted to say that I’m really impressed with the performance of our pensions and ISA. In such difficult times it is clear to me that the decisions that the investment committee have made have protected our investments very well.
Michelle & Bill Telford
Supporting people with their financial goals at all stages of life
Whether you are just starting out or thinking about retiring, we can help you plan your finances so that you get to do exactly what you want in life.
Choose how to access our advice
Making it simple for you to get in touch!
Simple, straightforward and effective financial advice
Our comprehensive range of services aim to help you navigate the intricacies of your finances, allowing you to make the most of your money.
Investment planning
Helping you grow your wealth to fund what you would like to do later in your life.
Tax planning
Explaining tax implications and helping you mitigate the liability where appropriate
