Pembroke Financial Services
Established over 30 years ago, our founders each had a simple aligned goal, to provide all our clients and their families with personal, unbiased, and expert financial guidance. Traditional values which still underpin our core beliefs today. Our commitment to true financial success is not just about numbers, but about helping our clients achieve their unique life goals, and aspirations while securing their financial future. Every one of our clients has different requirements and we recognise that life doesn’t always follow the same path, and one size does not fit all. We take the time to understand your aspirations and concerns, creating financial plans that are perfectly tailored to your needs now and in the future. Our growth and success to date are founded on the reputation that we have built over the last 30 years. Our innovative forward-thinking approach has enabled us to become one of the leading Independent Financial Advice (IFA) firms in Sussex. We are entrusted with managing over £1.5 billion of clients’ money via our in-house Discretionary Investment Management (DIM) service. We’ve blended tradition, trust and innovation to create a unique approach, and we understand that your financial aspirations are as individual as you are. That’s why we’re dedicated to providing you with strategies that are time-tested, trustworthy and reflective of the latest developments in the financial planning landscape.
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Verified contacts
80
available on Kipplo
LinkedIn employees
107
51 to 200 range
Open roles
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no listings
Distinct roles
49
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
80 contacts with verified email or phone · masked until revealed.
- KR
Keith Relf
Founder and Director · Other
EmailPhone - KB
Keith Bonner
Director · General Business & Management
EmailPhone - KY
Kim Young
Head of Client Services · Customer/Client Service
EmailPhone - PG
Paul Grennan
Principal Mortgage and Equity Release Advisor · Other
EmailPhone - JC
James Clay
Independent Financial Advisor · Finance & Accounting
EmailPhone - SL
Seb Lewis
Senior Financial Planner · Finance & Accounting
EmailPhone - CM
Carol Mitchell
Mortgage Admin and Support · Other
EmailPhone - DB
David Brunning
Ifa Financial Planner · Finance & Accounting
EmailPhone - JW
Julie Ward
Mortgage Support · Operations
EmailPhone
Showing 9 of 80 verified contacts
Top roles at Pembroke Financial Services
49 distinct titles indexed · top 10 shown.
- 6chartered financial planner
- 4client support
- 4financial planner
- 4independent financial adviser
- 4pembroke financial services ltd - ifa's in brighton, haywards heath, horsham & shoreham-by-sea
- 3senior financial planner
- 2client support manager
- 2financial advisor
- 2independent financial advisor
- 2senior paraplanner
- +39more titles
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