Pembroke Consulting Independent Financial Advice

Pembroke Consulting are financial planning and wealth management experts here to help you plan your financial future. Our focus is helping clients manage, grow and protect their wealth.

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Pembroke Consulting Independent Financial Advice

Pembroke Consulting are financial planning and wealth management experts here to help you plan your financial future. Our focus is helping clients manage, grow and protect their wealth.

Pembroke Consulting are based in Surrey and have been established since 1996. We are Independent Financial Advisers, which means our duty is solely to you – our client. We will propose solutions based on researching the whole of market. We continuously monitor the financial services market, conducting our own due diligence to ensure we recommend the most appropriate solutions for your financial needs.

Pembroke Consulting advises a broad spectrum of SMEs, larger businesses and individuals on a range of corporate and personal financial planning issues. We use technology and our expertise to deliver solutions that are tailor-made for each client. We then follow up with an excellent ongoing service.

Please browse our website to find out more about who we are, our experience and expertise, and how we work with our clients.

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.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Treating Customers Fairly

Pembroke Consulting are regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment which prioritises the interests of consumers.

Pembroke Consulting have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can be confident you are dealing with one of the UK's leading firms who are wholly committed to providing you with the best possible advice, service and support.

Complaints

If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.

Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS'). Please see the following link for further details: http://financial-ombudsman.org.uk/

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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