Plan, Protect, Provide - Your Financial Future, Our Expertise
Who We Are
Pembroke Financial Services is a leading independent financial advisory firm, dedicated to providing expert financial guidance to individuals, families, and businesses. With over 30 years of experience, we have established a reputation for delivering outstanding financial advice and exceptional client service.
Our Mission
At Pembroke Financial Services, we are committed to supporting you on your financial journey, providing tailored financial solutions to help you achieve your goals and aspirations. Our team of highly qualified and experienced financial advisers will work closely with you to understand your unique requirements, creating a personalized financial plan that aligns with your values and objectives.
Our Services
We offer a comprehensive range of financial services, including personal financial planning, pensions, investments, tax planning, mortgage advice, and protection. Our services are designed to cater to individuals at various stages of their lives, from just starting out to planning for retirement and beyond.
Our Expertise
With a vast amount of knowledge and expertise, we have built a reputation for providing honest and transparent advice, backed up by tried and trusted wealth management solutions. Our advisers are qualified up to Chartered Financial Planner status, ensuring that you receive the highest level of expertise and guidance.
What Our Clients Say
Don't just take our word for it. Our clients have praised our services, citing our exceptional advice, dedication, and commitment to their financial well-being. From helping individuals plan for retirement to providing guidance on investments and tax planning, we have consistently delivered outstanding results for our clients.
Supporting You
At Pembroke Financial Services, we are dedicated to supporting you every step of the way, providing you with the guidance and expertise you need to make informed financial decisions. Our goal is to empower you to take control of your finances, helping you achieve your goals and aspirations.
Excellent Service and Expertise
The Pembroke Financial Services team has received an overwhelmingly positive response from their clients, with all reviewers giving them a 5-star rating. The team, including Seb, Paul, Julie, Matt, Keith, Carol, and others, have been praised for their exceptional service, expertise, and friendly approach.
Key Strengths
- Responsive and Professional: Clients appreciated the team's prompt responses to their queries and their professional approach throughout the entire process.
- Clear Explanation and Guidance: The team took the time to clearly explain complex financial concepts, making it easy for clients to understand and make informed decisions.
- Personalized Service: Clients felt that the team genuinely cared about their best interests and provided personalized service tailored to their specific needs.
Client Satisfaction
Clients have expressed their satisfaction with the service they received, praising the team for making the process of purchasing a house, remortgaging, or arranging equity release smooth and stress-free.
