We work with people from all walks of life. Our clients are people with families, pension plans savings, and investments. The thing they have in common is that they value independent and expert financial advice and appreciate the benefits this can deliver.
Our advice is highly personal and we aim to establish long term relationships with clients based on trust and our ability to deliver worthwhile and appropriate advice. The fact that virtually all our new clients come to us by referral indicates we may have got this right.
In the business arena our core market is SME, often family owned businesses, and we provide a comprehensive Financial Planning service dovetailing needs of individuals directors/senior managers with corporate objectives.
Our current clients range from several hundred employees to sole proprietor businesses.
Retirement planning is what we do really well. It is a complex field with ever changing pension and tax rules and we keep very much up to date. We have a robust, disciplined and well researched investment process based on client specific levels of risk that aims to meet, if not exceed, expectations.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Pembroke Financial Services (Staplefield) Limited is Authorised and Regulated by the Financial Conduct Authority. We are entered in the Financial Services Register under number 624570, <url hidden>.
Registered and Incorporated in England & Wales at Atlas Chambers, 33 West Street, Brighton, BN1 2RE under number 03394421.
The FCA does not regulate National Savings, or some forms of Mortgage, Tax Planning, Offshore Investments or School Fees Planning. The information contained within this site is subject to the UK regulation regime and is therefore targeted at consumers based in the UK only.
1 The Forge, Cuckfield Road, Staplefield, Staplefield, West Sussex, RH17 6ET
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