How We Work
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 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