Investments and Savings Advice
Growing your wealth for a fruitful future
Investing is about making any surplus cash you have work harder for you, so it grows and becomes a source of income you can enjoy in the future.
Investments and savings advice. Most people choose to invest because it generates a better return than they could achieve through other saving routes. Deciding where and how to invest your hard-earned money can be daunting and it requires ongoing expert knowledge of the markets. As independent financial advisors we can scour the market to find investments and saving options that are perfectly suited to your circumstances and will work best financially for you.
Pembroke are one of the fastest growing IFAs in the South East, we are currently managing over £1.3bn of our clients’ capital.
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assets invested sustainably
The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances.
Choosing the best investment options for you
Our investment experts will guide you through the options available, helping you build an effective portfolio that perfectly aligns with your personal financial goals and values.
To do this we first need to get to know you, and understand your personal attitude to risk and reward, and your need for income or growth. We can then recommend a blend of investments that will suit your individual needs and future long-term goals.
Active Money Management
The world is a changing place and sometimes market performances can become very volatile.
Our investments and savings advice experts can monitor your investments and periodically we may recommend changes or additions to your portfolio. You can also monitor your portfolios performance online, using our new secure portal and we will update you about important market changes. Keeping in touch with our experts ensures that we understand your needs, and helps you achieve your investment and savings targets.
Do you want to invest sustainably?
Many of our clients wish to use their wealth to make a more positive impact in the world.
Whether you are looking to just exclude those companies that are contributing negatively to society or want to put your capital towards green projects, we have the solutions for you. Responsible investing does not always automatically mean lower returns, we are finding that in many instances they are producing equivalent if not better returns compared to regular investments. As a company we are dedicated to contributing to a better future, which is why we think it is important to give our clients the options to do the same with their capital.
Investments & Savings
There’s a huge range of investments and savings advice options available. Contact us for more information.
Our investment committee
Our Investment portfolios are monitored and managed by a joint Investment Committee.
A guide to financial risk & reward
Everyone has a different attitude to risk. And sometimes it can be difficult to identify what your own attitude is.
Investment risk warnings
Always remember that the past performance of an investment must not be taken as any guide to its future returns.
Individual savings accounts (ISAs)
These type of saving accounts are all about making your money work harder for you.
Trusts and bonds
There are numerous flavours of trusts and bonds, we’ve summarised some of the more popular examples here.
Investing ethically
Helping you invest for the future while making sure that your investments complement your ethical values.
Why not give us a call or use the form below to see how we can help you make the most of your hard-earned money?
Your first meeting with our financial experts is completely free of charge.