Active Money Management – Savings & Investments Advice and Portfolio Planning.
There’s a huge range of savings and investments options available. But building an effective investment portfolio is about much more than simply finding the right financial products.
It’s about offering active money management – savings and investments advice and portfolio planning. To do this, it’s important that we understand your personal attitude to risk and reward, and your need for income, growth – or both. These are key factors in finding the right balance of investments.
That’s where our experience can help. We always keep in touch with our clients. That way we can understand your needs, and help you achieve your investment and savings targets.
We now manage over £210 million of our client’s money under our flagship Wealth Management service which is facilitated by technology known as a ‘Wrap’.
For fast-acting relief, try slowing down.
– Lily Tomlin
October: This is one of the particularly dangerous months to invest in stocks. Other dangerous months are July, January, September, April, November, May, March, June, December, August and February.
– Mark Twain
What you risk reveals what you value.
– Jeanette Winterson
Money is the opposite of the weather. nobody talks about it but everybody does something about it.
– Rebecca Johnson
Money is better than poverty, if only for financial reasons.
– Woody Allen
Try not to become a man of success but rather to become a man of value.
– Albert Einstein
Active Money Management – Savings & Investments: Get In Touch For Our Specialist Advice
What Our Clients Say
Thank you very much for all the clear financial advice
I would also like to take this opportunity to thank you very much for all the clear financial advice you have given not only Sue and I, but my family over many years.
Giving her peace of mind that her funds were safe
I want to thank you for everything you did for Muriel – I know that she thought of you as a friend as well as her advisor and I know that you were very helpful to her as well as giving her peace of mind that her funds were safe.
I have never received such splendid advice and attention
I very much appreciate the time and consideration you have taken on my behalf. I have never received such splendid advice and attention and I look forward to a long and happy Investment career with Pembroke Financial Services.
Thank you so much for the investment advice
I want to thank you so much for the investments that you worked out for me. I am able to live very comfortably – 3 holidays a year – and fillet steak when I want to buy it!
We really appreciate the professionalism of Pembroke
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.