Our Approach

At Pembroke Consulting, we make sure we take the time to understand your needs and financial objectives before we make any recommendations. We often meet clients at their place of work or their homes, but we also welcome visits to our offices.

Our Approach

At Pembroke Consulting, we make sure we take the time to understand your needs and financial objectives before we make any recommendations. We often meet clients at their place of work or their homes, but we also welcome visits to our offices.

We will work closely with your existing professional intermediaries, such as accountants and solicitors, to deliver a complete service.

Depending on your circumstances and financial need we can also recommend accountants and tax advisers who we have worked with for many years.

We follow a six-step process:

  • Initial meeting and review – The initial meeting is without charge and will help in identifying your objectives
  • Getting to know you – gathering relevant information
  • Analysis – an evaluation of your particular financial situation and importantly your attitude to risk
  • Recommendation – developing a strategic long term plan
  • Implementation – reaching an agreement on how and when the plan will be followed
  • Ongoing service and relationship – regularly monitoring your situation, adapting your plan. Assessing the sustainability and performance of your products and investments on a regular basis

Why use Pembroke Consulting?

Suitable advice
We are not tied to any financial providers and can therefore offer truly independent advice.

Simplifying the process
We do business in a way and at a time that suits you

Easy to understand
We listen to your requirements and use our experience to find the best solutions. We will explain the process and solutions clearly and concisely.

Relationships
You have one dedicated adviser, who understands your position and will meet with you regularly. Your adviser will be on call to you whenever needed during the year. Our aim is for this to become the start of a long-term relationship.

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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