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
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 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.
Thank you for your prompt attention, and excellent service
Thanks for the update on our investments. We are very pleased as usual, please pass our thanks to the other Keith too. Given the current climate, we feel very lucky! Many thanks for your prompt attention, and excellent service!
Thanks again for your time and patience
Thank you very much, Keith, and thanks again for your time and patience today. Jack and I thoroughly enjoyed our visit – and that’s not something that is said when visiting most financial institutions!