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Pembroke Asset Management was founded just over 30 years ago at 1 Pembroke Road in Clifton.
Its initial core activity was financial planning and it continues to provide this service for our clients.
From early days it also offered discretionary fund management. This has become our second major activity.
Very few financial advisers have the necessary qualifications, authorisation and experience to carry out discretionary portfolio management. Our ability to provide these services has been of immense benefit to our clients.
We are currently managing more than £200m for more than 1,000 clients, of which approximately three quarters is discretionary and the other quarter is advisory.
Although the focus of our activity is in Bristol we have clients throughout the UK.
Please let us know if you need any additional information about our activities.