Pembroke Financial Services (Staplefield) Ltd

Independent Financial Adviser  1 The Forge, Staplefield, West Sussex, RH17 6ET
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FCA authorised
Last authorised 3rd May 2021
Guiding your way in a changing world.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Rest of world
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Mr Alastair Shaw Dip PFS
Independent Financial Adviser
Mr Chris Gray MA ACII Dip PFS
Chartered Insurance Practitioner
Mr Chris Hughes Dip FA
Independent Financial Adviser
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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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