Pembroke Financial Services
Pembroke Financial Services is an independent financial advisory firm that offers financial planning and investment management services. They have over 30 years of experience in the industry.
- Tax planning
- Pensions advice
- Mortgage advice
- Insurance services
- Investment management
- Personal financial planning
Locations
Digital Popularity
Company Details
Pembroke Financial Services is operated by Pembroke Financial Services Limited and is a Active company incorporated on 5 July 1990 with the registered office located in Brighton, East Sussex. Pembroke Financial Services Limited was registered 35 years ago.
Status
Active
Size
Small
Directors
4
Age
35 years old
Employees
35
Turnover
Unreported
Total Assets
£6.82M
Cash in Bank
£346.09K
Total Liabilities
-£3.39M
Teams
65
34
22
16
11
11
8
Founder And Director • Joined Feb 1993
Chief Financial Officer • Joined Aug 2024
Executive Assistant • Joined Dec 2023
Director • Joined Apr 2003
Principal Mortgage And Equity Release Advisor • Joined Feb 2021
Support Manager • Joined Jan 2024
Paraplanning Manager • Joined Apr 2024
Marketing Manager • Joined Feb 2024
Financial Director • Joined Apr 2024
Support Team Manager • Joined Jun 2024
Chief Financial Officer • Joined Aug 2024
Principal Mortgage And Equity Release Advisor • Joined Feb 2021
Paraplanning Manager • Joined Apr 2024
Financial Director • Joined Apr 2024
Financial Planning Manager • Joined Mar 2016
Head Of Financial Planning • Joined Jun 2024
Financial Service Administrator • Joined Sep 2022
Financial Services Administrator • Joined Jun 2023
Senior Financial Planner • Joined May 2023
Chartered Financial Planner • Joined Jun 2010
Principal Mortgage And Equity Release Advisor • Joined Feb 2021
Support Manager • Joined Jan 2024
Support Team Manager • Joined Jun 2024
Client Support Specialist • Joined Jun 2022
Head Of Client Services • Joined Oct 2022
Financial Service Administrator • Joined Sep 2022
Customer Support Administrator • Joined Apr 2019
Client Services Administrator • Joined Jan 2021
Client Support • Joined Jun 2023
Client Support • Joined Sep 2024
Founder And Director • Joined Feb 1993
Director • Joined Apr 2003
Paraplanning Manager • Joined Apr 2024
Marketing Manager • Joined Feb 2024
Head Of Financial Planning • Joined Jun 2024
Head Of Client Services • Joined Oct 2022
Compliance Supervisor • Joined May 2024
Team Leader • Joined Apr 2024
Management Accountant • Joined Oct 2024
MD
Administrator • Joined Mar 2024
Client Support Specialist • Joined Jun 2022
Customer Support Administrator • Joined Apr 2019
Office Assistant
Personal Assistant
Client Support • Joined Jun 2023
Client Support • Joined Sep 2024
Senior Client Support • Joined Mar 2025
Client Support • Joined Jan 2025
Client Support • Joined Dec 2024
Head Of Financial Planning • Joined Jun 2024
Client Support Specialist • Joined Jun 2022
Senior Financial Planner • Joined May 2023
Chartered Financial Planner • Joined Jun 2010
Financial Advisor
Independent Financial Adviser • Joined Jun 2015
Independent Financial Adviser • Joined Jul 2022
Senior Financial Planner • Joined Jul 2024
Independent Financial Adviser • Joined Feb 2015
Chartered Financial Planner • Joined Apr 2018
Executive Assistant • Joined Dec 2023
Administrator • Joined Mar 2024
Financial Service Administrator • Joined Sep 2022
Financial Services Administrator • Joined Jun 2023
Customer Support Administrator • Joined Apr 2019
Client Services Administrator • Joined Jan 2021
Office Assistant
Personal Assistant
View 65 members