Client Testimonials

“I have been dealing with Pembroke Consulting since the 1990s. Their communication is prompt, advice clear, well thought out, presented clearly, and a great help with regards to understanding the complex issues of current regulations regarding pensions, investments and financial planning.”

Timothy Rayment

“Pembroke Consulting have provided excellent support and advice to our business over many years. Having taken the time to fully understand our needs and issues, their advice is always constructive, balanced and relevant. Always approachable and friendly, they have been our go to provider for both business and personal financial services.”

Gary Barr

“Working with Simon has been stress free and very rewarding. On every occasion it has been a positive and professional experience.  Simon is on the other end of a phone whenever I need him and he also answers his emails in a timely manner.   Whenever I needed a full explanation of a document, then Simon has kindly taken the time to sit down with me and explain in full until I am completely happy with what I am signing. Due to my ongoing positive working relationship with Simon, I have recommended him to friends and family, and will continue to do so.”

Andrew Abouzeid Msc

“Simon has supported us with two property purchases over recent years as well as offering expert advice around income protection. Given the amount that goes on with getting a mortgage and the range of options out there, Simon has been a breath of fresh air, explaining options in 'normal' language and frankly making a complicated process simple. Simon is always responsive whenever we have had any questions and I have already recommended him to several friends and family members, who have all had the same fantastic service.”

Daniel Morris


“Tony Jaume has been advising me on my financial affairs, particularly pensions and investments, for more than 25 years. I've always found his advice to be accurate, knowledgeable, unbiased and well prepared, with complex financial proposals presented in a coherent format. Tony and Angie have excellent communication skills, and any correspondence they receive from me is always answered promptly and efficiently, with any action points followed through until the matter is concluded.”

Derek Lowe

“Tony at Pembroke gave us excellent advice and continuing input and help with organising the purchase of a site for our new business venture. We would highly recommend their service and commitment to clients.”

Kate McAllister

“Efficient, knowledgeable and sincere. We had two buy to lets, one simple and straightforward, one extremely complicated. The service and fees on both were the same, but the support given to us by Pembroke Consulting on the problematic purchase went way beyond the norm. I cannot recommend this small individual company enough. They are real people and very professional.”

Lesley Christiane

“Simon thanks very much for all of your help and assistance during the process of buying our house. Being first time buyers, this was all new to us, and we really appreciated all of your insight into getting the right mortgage and for making it so painless and keeping us informed throughout.  This put us at ease and was much appreciated. Special thanks too for your persistence and knowledge with the life insurance applications, and for going that extra mile to make sure we got our policies sorted. This has been great peace of mind.  We wouldn't have been able to do this ourselves. We'll let you know when we need to re-mortgage, and will also pass your name on to any friends who are looking at moving”

Mark and Hannah

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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