About Us

Pembroke Consulting is a firm of independent financial advisers specialising in providing advice on pensions, investments, Tax Planning, Wealth and Personal Protection, and Mortgages to individual and corporate clients.

About Us

Pembroke Consulting is a firm of independent financial advisers specialising in providing advice on pensions, investments, Tax Planning, Wealth and Personal Protection, and Mortgages to individual and corporate clients.

We’ve been helping clients navigate the financial markets since 1996.

Why choose Pembroke Consulting?

Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or you have taken financial advice in the past. At Pembroke Consulting we strive to make the financial advice process both simple and understandable

Based in Surrey, we provide financial advice to individuals and corporates. We understand that you may have limited time available so we are able to travel anywhere in the UK to meet with you. Our clients are based all over the country and overseas.

At Pembroke Consulting, we ask the questions, understand your financial objectives, give straightforward advice and find the right financial solutions for you. This is achieved by:

  • Identifying your short, medium and long-term financial planning goals
  • Mapping out a financial plan
  • Making easy-to-understand product and investment recommendations
  • Adjusting your plan during significant life changes and at regular reviews

Contact us today to find out more about our financial planning services

For You

At Pembroke Consulting, we provide comprehensive financial planning services for private clients, whether you are saving for your first property or taking drawdown from your retirement funds.

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For Your Business

Our work at Pembroke Consulting brings us into contact with companies of all sizes across the UK. Our experienced team are able to offer complete advice to corporate clients, including their staff, from start-up to sale.

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For Tax Planning

Pembroke Consulting work closely with a team of Trustees, Chartered Tax Advisers and Chartered Accountants with broad industry experience and a proven track record in dealing with complex taxation.

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