Your trusted financial partner for life's big moments
At Pembroke Financial Services, we are dedicated to providing outstanding financial advice and exceptional client service. With over 30 years of experience, our team of highly qualified and dedicated financial advisers are committed to helping individuals, families, and businesses achieve their financial goals.
Our Mission
Our mission is to provide personalized financial solutions that cater to the unique needs and aspirations of our clients. We strive to build long-term relationships with our clients, helping them navigate the complexities of their financial journey and achieving their goals.
Our Services
We offer a comprehensive range of financial services, including:
- Personal Financial Planning: We help individuals and families create personalized financial plans tailored to their specific needs and goals.
- Pensions and Retirement Planning: We provide expert advice on pensions, retirement planning, and income generation in retirement.
- Investments: Our team of experienced investment managers offers guidance on investment risk, asset allocation, and portfolio management.
- Tax Planning: We help clients optimize their tax strategy, minimizing liabilities and maximizing savings.
- Mortgage Advice: Our mortgage experts provide personalized advice on mortgage options, interest rates, and repayment strategies.
- Protection Insurance: We offer guidance on life assurance, income protection, critical illness cover, and general insurance.
- Corporate Services: Our corporate services include business succession planning, workplace pensions, and business protection insurance.
Our Values
At Pembroke Financial Services, we value:
- Honesty and Transparency: We provide clear, impartial advice, free from bias or conflict of interest.
- Expertise: Our team of highly qualified advisers are dedicated to staying up-to-date with the latest industry developments and best practices.
- Personalized Service: We take the time to understand our clients' unique needs and goals, tailoring our advice to meet their individual requirements.
- Financial Security: We are a financially secure company, backed by the Cow Corner group, ensuring the security and peace of mind of our clients' investments.
What Our Clients Say
Don't just take our word for it! Here's what some of our satisfied clients have to say about us:
- "My experience with Seb Lewis is absolutely fantastic. I would like to take the opportunity to let you know that my experience with Seb Lewis is absolutely fantastic. He is providing me with rounded advise and moreover is personable and practical." - Christina Nicolaou
- "I have never received such splendid advice and attention. I very much appreciate the time and consideration you have taken on my behalf." - Pamela Bacon-Upshon
- "Couldn't recommend a better team. I can't speak highly enough of Paul and the team at Pembroke FS on the level of service received following my new mortgage for my recent house move." - Neil
Overall Experience
The reviewers had a very positive experience with Pembroke Financial Services, with all reviewers giving a 5-star rating.
Responsive and Helpful Staff
The staff at Pembroke were praised for their responsiveness, with reviewers mentioning how quickly their questions were answered and how helpful the staff were throughout the process.
Personalized Service
Several reviewers mentioned the personalized service they received, with staff taking the time to understand their individual needs and providing tailored advice.
Expert Knowledge
The reviewers were impressed with the expertise of the staff at Pembroke, with one reviewer mentioning that they were guided through the various mortgage products with knowledge and professionalism.
Excellent Communication
The communication from Pembroke was praised for being clear and concise, with reviewers mentioning that the staff were always available to answer questions and provide updates.
Recommendation
All reviewers would highly recommend Pembroke Financial Services to others, with some mentioning that they would use their services again in the future.
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