Pembroke Asset Management LLP

Financial Planning

We provide restricted financial advice in most areas of financial planning including those shown below:

Investment & Portfolio Planning - ISAs, unit trusts, discretionary management service, investment bonds, ISA transfers etc, including analysis of existing investments.

Retirement Planning - Personal pensions, stakeholder pensions, group pensions, self-invested personal pensions (SIPPs).

Business Planning - Key person protection, partnership protection, shareholder protection, directors pensions.

Tax Planning - Inheritance Tax, Capital Gains Tax and Income Tax.

Protection - Life cover, critical illness protection and income protection.

Regular Savings Plans - ISAs, children's savings plans, school fee planning, university planning