In designing and managing portfolios, our reputation has been achieved by putting our client's needs first and working together to deliver cost-effective solutions.

Pembroke was established to provide the highest level of service and professional advice to those requiring financial guidance. Pembroke has advised a broad spectrum of high net worth and individual clients in a range of personal financial planning issues.

At Pembroke we harness technology expertise to design and deliver solutions that are tailor-made to each client's requirements. This expertise is supplemented by an excellent ongoing service and pro-active consultancy that keeps the client at the forefront of developments in the financial arena. Our consultants are trained to the highest standard and are closely monitored within their personal development programme. We provide an up-to-date and totally independent advisory service.

Services at a glance

	Pension Solutions
	Life Assurance
	Wealth Management
	School Fees
	Mortgages
	Investments and Savings
	Income Tax Planning
	Inheritance Tax Planning
	Trusts and Estate Planning

In designing and managing portfolios, our reputation has been achieved by putting our client's needs first and working together to deliver cost-effective solutions

Pembroke: a complete service

We pride ourselves on providing a complete service that enables the client to monitor financial affairs clearly and reach targeted milestones. With thorough investigation, research and planning, we can provide all the assistance required to ensure that your money starts working for you, by looking into the possibility of:

	Protecting personal assets
	Reducing personal taxation
	Increasing personal wealth and financial security

We offer advice on the full range of investments from National Savings and Individual Savings Accounts to Investment Trusts and Offshore Funds. It is our belief that whatever the reason for accumulating capital - whether for school fees, retirement or financial security - the key aim for all investors is to build up a range of flexible, simple, tax-effective and cost-effective investments, managed by leading fund managers. This philosophy is at the heart of all investment advice that we provide.

Pembroke: our commitment

	To identify current and future financial needs
	To help plan for the future - for you and your family
	To advise on the best tax-efficient investment strategies