Marking 30 years of business
This year sees us reach a significant milestone: our 30th anniversary.
Sussex County Cricket sponsorship
At Pembroke, we have always been champions and supporters of our local community.
We cannot, therefore, think of a better way to mark our 30th anniversary than to announce our sponsorship of the Sussex County Cricket team for the 2023-24 season.
You will be able to see the “red ball” cricket shirts adorned with our name throughout the season.
Alongside Cow Corner Investments, our parent company, which has a named hospitality suite at the Hove ground, we are delighted that this sponsorship allows us to further strengthen our ties and build our reputation within the county that has always been our home.
Welcoming Antrams Financial Services to the Pembroke brand
It is with great pleasure that I can also announce that Brighton-based Antrams Financial Services will come under the Pembroke brand from 1 April 2023.
For those of you unfamiliar with Antrams, they were founded in 1984 and have grown steadily through organic growth and acquisition, building a solid reputation for their talented team and the breadth of professional skills and experience they offer across financial planning, investment, and tax advice.
We have been working with them for over a year in the background and the business is a fantastic partner for us geographically, strategically, and culturally and we are delighted to be partnering with a company with an approach, values and offering so closely aligned with our own. The current team of more than 45 will continue to operate from their existing offices in Brighton.
Consolidating our position as Sussex’s leading IFA
This merger supports our ambition to become Sussex’s leading financial advisory firm and presents opportunities and benefits for both our clients and our business.
As a client, you will benefit from the opportunity to draw on the expertise of a more diverse team, with highly trained specialists available across the full range of inheritance, pensions, protection, retirement, investments and tax planning.
We will be able to offer an enhanced range of services and specialisms that we would be unable to match as a standalone entity.
It also allows us to continue extracting unnecessary costs for you, allowing us to deliver greater value for money.
If you have any questions about anything above, please do not hesitate to contact us.
“We are delighted that this merger has successfully brought together two leading Sussex-based financial advice firms with a shared vision for the future. The opportunities that are made possible as a combined force, and the benefits that this affords our clients are significant.
“As one amalgamated company, managing a collective £1.2 billion of client capital, and with more than 80 employees, we are well-positioned to leverage new opportunities and enhance value for our clients.”
Keith Relf and Keith Bonner
Managing Partners, Pembroke Financial Services
“As scale becomes increasingly important in financial services, our working together with Pembroke Financial Services, backed by investment from Brighton-based Cow Corner, puts us at the forefront of the sector in this region.
“It means that we are ideally positioned to provide the technical and business resources required to offer a first-class financial service as we look ahead to the future.
“Investing in the technology required to deliver low-cost support to clients enables us to deliver a high-quality, impartial and independent service, which is very much a core mission for the group.”
Stephen Antram
Chief Executive Officer, Antrams Financial Services
New Managing Director
We would like to extend a very warm welcome to Mark Rockliffe, our new Managing Director. Mark will take up his position on 1 April 2023.
