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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We will work with you and your family to understand your current position and financial goals. We will then build a bespoke solution utilising our expertise in a number of core areas.
With thorough research and planning, we will provide all the tools required to build a holistic financial plan including;
We offer advice on the full range of investments, from National Savings and Individual Savings Accounts (ISA) to Investments Trusts and Offshore Funds. It is our belief that whatever life event you are planning for – whether for school fees, retirement or care home costs – the key aim for all clients is to build up a range of flexible, tax efficient and cost-effective investments, managed by leading fund managers. This philosophy is at the heart of all the investment advice we provide.
The Financial Conduct Authority does not regulate some aspects of buy to let mortgages
Your home or property may be repossessed if you do not keep up repayments on your mortgage.
The value of your investment can go down as well as up and you may not get back the full amount invested.
Changes in the exchange rate may increase the sterling equivalent of your debt.
Accessing pension benefits early may impact on levels of retirement income and your entitlement to certain means tested benefits.
Accessing pension benefits is not suitable for everyone. You should seek advice to understand your options at retirement.
Pembroke Consulting offers advice to clients on a wide range of financial services including the following:
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.
Read MoreOur 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.
Read MorePembroke 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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