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 £284.9 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 and the team for all of your efforts and good advice
I just wanted to let you know it was a good to meet you last week, and to thank you and the team for all of your efforts and good advice in looking after our savings. We have great confidence in you and Pembroke.
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.
Really helped me plan the next 5 years
Your help going through my Investments and Pensions and your advice concerning the future really helped me plan the next 5 years. As I mentioned I am extremely grateful to you and all at Pembroke for all your good advice over the last 15 years or so which has certainly borne fruit.
Delighted with the results
We want to thank you very much for your stewardship. I know that it is your professional attention to detail and your objective involvement which is responsible, but you do seem to have that extra “flair” – and its working well for us.
Thank you for your continued good work
Dear Keith, It was a pleasure to catch up with you today and thank you for the in depth report on our investments with you. Thank you for your continued good work.