How We Work

The thinking behind the money...

Pembroke Financial

The Thinking Behind the Money

Offering Comprehensive Financial Planning Solutions

The first time we meet, we’ll spend most of the time getting to know you, asking questions and listening carefully to you, because it’s vital that we have the best possible understanding of your goals – both financial and personal.

This is the beginning of the “fact finding” stage in the infographic below, and you can follow all the stages through analysis and reporting, implementation and regular reviews.

If you’ve any questions about any of the stages, do please get in touch.

The Stages of Financial Planning

Stage One – Fact Finding

We will look to determine your attitude to risk and gain a clear understanding of your:

Needs
Objectives
Circumstances

NO obligation to proceed at this stage and
NO costs will have been incurred.

Stage Two – Analysis, Reporting and Implementation

We will will come up with recommendations and an investment strategy based on your:

Attitude to investment risk
Personal timeframes
Capacity for loss
Objectives
Needs

Stage Three – Analysis

We will then help you to achieve your long-term objectives by offering two options for delivering this to you:

Pembroke Active Money Management
Pembroke Foundation Finance

The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances.

Pembroke Financial Services Limited is Authorised and Regulated by the Financial Conduct Authority. We are entered in the Financial Services Register under number 228341, www.fca.org.uk. Registered and Incorporated in England & Wales at Atlas Chambers, 33 West Street, Brighton, BN1 2RE under number 2518721.The FCA does not regulate National Savings, or some forms of Mortgage, Tax Planning, Offshore Investments or School Fees Planning. The information contained within this site is subject to the UK regulation regime and is therefore targeted at consumers based in the UK only.