From your initial no obligation discussion with your Planner and the information gathered we can establish where you would ‘fit best’ to ensure that you benefit from the service you receive in line with your personal circumstances.
Using our experience and sophisticated planning tools we design a tailored plan to move you towards your goals. We understand that your financial journey is as unique as you are so our services reflect that. We have designed our services to support you as your needs change throughout your life with the aim of taking the worry out of your financial future whatever stage you are at.
Starting with our ‘Foundation’ service, we work alongside you to lay the groundwork for your desired future lifestyle. As you progress, we can build on the foundations with our ‘Lifestyle’ service which further develops your financial plan to keep you on track to achieve your desired lifestyle.
Our ‘Lifestyle’ service is designed to help improve your financial well-being and provide peace of mind which through smart financial planning can help alleviate retirement money worries, allowing you to enjoy and reap the benefits of what you have worked hard for.
As part of our planning process we will work with you to identify the service most appropriate to meet your needs.
Getting your plan
Our adviser will talk you through our recommendations which lay out your best financial options, based on your current requirements and future goals.
We will design an investment strategy that is in line with your attitudes to investment risk, capacity for potential loss and personal time frames. Essentially, it’s a road map for achieving your desired financial goals. If you’re happy to proceed then we can complete the documentation.
Reviewing your finances
Financial planning is an on-going and dynamic process and it’s unlikely that your financial circumstances will remain the same throughout your life.
Periodically reviewing your plan will highlight any issues and where appropriate we can make any alterations that are needed. We believe this is key to helping you achieve your longer-term goals. We offer a range of management options and so will agree with you the method and regularity of any future contact.
Why choose Pembroke?
We give personal, impartial and professional financial advice to our clients all backed up by exceptional levels of ongoing customer service.
- Pembroke has over thirty years of knowledge and expertise
- Our financial advisers are highly qualified, experienced and friendly
- We offer honest and transparent advice with no surprise charges
- Our advisers can meet you in person or online whatever works for you
- Your plan is personalised to your needs now and in the future
- We are part of the FT Top 100 advice firms in the UK