Professional, Friendly & Trusted.
Every one of our clients has different requirements and we recognise that life doesn’t always follow the same path, and one size does not fit all. We take the time to understand your aspirations and concerns, creating financial plans that are perfectly tailored to your needs now and in the future.
Our growth and success to date are founded on the reputation that we have built over the last 30 years. Our innovative forward-thinking approach has enabled us to become one of the leading Independent Financial Advice (IFA) firms in Sussex.
We are entrusted with managing over £1.5 billion of clients’ money via our in-house Discretionary Investment Management (DIM) service.
We’ve blended tradition, trust and innovation to create a unique approach, and we understand that your financial aspirations are as individual as you are. That’s why we’re dedicated to providing you with strategies that are time-tested, trustworthy and reflective of the latest developments in the financial planning landscape.
When did you last take a long, hard look at your financial affairs?
Chances are that you’ve probably been too busy getting on with life. Which often means that your finances become neglected.
And, it’s a complex financial world out there. One that never really stops changing. That’s why it makes sense to consult an IFA who has your best interests at heart.
We strongly believe that independent, ‘whole of market’ financial advice is the only way forward.
Independent Financial Advisers are the only type of advisers who are able to select from all products available in the marketplace. Making sure you get financial advice that’s tailored to your individual needs.
Our Independent status means we can offer advice using the widest range of financial products and services. And that means you benefit – whether it’s for investment advice, retirement plans, inheritance tax planning – or simply reducing your financial expenditure.
We’ve been around for well over a quarter of a century and in that time, we’ve built a reputation for honesty, impartiality and attention to detail. All delivered with a personal touch.
What’s more, there’s nothing short-term about our approach. We believe in long-term, trusting relationships with our clients and many professional introducers.
Pembroke in the community
Pembroke are proud to support a wide range of local groups from the Arts, Sports and local Charities.
Pembroke are proud Corporate Sponsors of Adur Special Needs Project.
This runs weekend play schemes for children aged 5 – 15 years with special / additional needs and disabilities.
Pembroke are proud to be associated with Ropetackle Brighton.
Ropetackle is one of the South Coast’s most prominent and celebrated small arts centres. A registered charity and award-winning venue.
Pembroke are proud supporters of Chailey Heritage Foundation.
Chailey Heritage Foundation provides education and care services and is one of the UK’s leading centres for children and young people with complex neurodisabilities.
Independent Financial Advisers
We are Authorised and Regulated by the Financial Conduct Authority and are entered in the Financial Services Register under number 228341.
FSB Member
The Federation of Small Businesses (FSB) was formed in 1974 and is the UK’s leading business organisation representing small and medium sized businesses.
Financial Ombudsman Service
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.
