Insights

Established Reputation Pembroke Financial Services has built a strong reputation over 30 years, which could be leveraged to target high-net-worth clients seeking trusted advisory services with proven stability.

Custom Financial Solutions With a focus on personalized financial planning, there is an opportunity to offer tailored investment and wealth management services to clients needing bespoke financial strategies.

Asset Management Scale Managing over £1.5 billion via their Discretionary Investment Management service suggests an existing base of affluent clients, presenting a chance to upsell advanced portfolio management and diversified investment solutions.

Tech-Driven Engagement Utilizing modern tools like Hotjar and a sophisticated tech stack indicates openness to digital solutions, enabling the pitch for innovative online financial planning tools or digital advisory services.

Growth Potential The company's revenue range signals room for expansion in services or new client acquisition, especially by emphasizing their tradition-innovative blend and long-term commitment to client success.

Similar companies to Pembroke Financial Services

Pembroke Financial Services Tech Stack

Pembroke Financial Services uses 8 technology products and services including Hotjar, Open Graph, oEmbed, and more. Explore Pembroke Financial Services's tech stack below.

Hotjar
Analytics
Open Graph
Content Management System
oEmbed
Dev Tools
Socket.io
Javascript Frameworks
JSON-LD
Javascript Frameworks
Google Analytics
Web Analytics
Caddy
Web Servers
jQuery Validation Plugin
Web Tools And Plugins

Media & News

Pembroke Financial Services's Email Address Formats

Pembroke Financial Services uses at least 1 format(s):

Pembroke Financial Services Email Formats	Example	Percentage
FLast@pembrokefinancial.co.uk	JDoe@pembrokefinancial.co.uk	90%
F.Last@pembrokefinancial.co.uk	J.Doe@pembrokefinancial.co.uk	5%
First@pembrokefinancial.co.uk	John@pembrokefinancial.co.uk	5%

Frequently Asked Questions

Where is Pembroke Financial Services's headquarters located?

Pembroke Financial Services's main headquarters is located at 161-163 Preston Park 5th Floor Park Gate, England United Kingdom. The company has employees across 2 continents, including EuropeNorth America.

What is Pembroke Financial Services's phone number?

You can contact Pembroke Financial Services's main corporate office by phone at

+44-1273-77****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Pembroke Financial Services's official website and social media links?

Pembroke Financial Services's official website is pembrokefinancial.co.uk and has social profiles on LinkedIn.

What is Pembroke Financial Services's NAICS code?

Pembroke Financial Services's NAICS code is 52 - Finance and Insurance.

How many employees does Pembroke Financial Services have currently?

As of June 2026, Pembroke Financial Services has approximately 118 employees across 2 continents, including EuropeNorth America. Key team members include Chief Executive Officer: M. R.Chief Financial Officer: R. S.Chief Operating Officer & Director: P. T.. Explore Pembroke Financial Services's employee directory with LeadIQ.

What industry does Pembroke Financial Services belong to?

Pembroke Financial Services operates in the Financial Services industry.

What technology does Pembroke Financial Services use?

Pembroke Financial Services's tech stack includes HotjarOpen GraphoEmbedSocket.ioJSON-LDGoogle AnalyticsCaddyjQuery Validation Plugin.

What is Pembroke Financial Services's email format?

Pembroke Financial Services's email format typically follows the pattern of FLast@pembrokefinancial.co.uk. Find more Pembroke Financial Services email formats with LeadIQ.

When was Pembroke Financial Services founded?

Pembroke Financial Services was founded in 1993.

Pembroke Financial Services

Q: How many employees does Pembroke Financial Services have currently?

Pembroke Financial Services has approximately 118 employees.

Q: What technology does Pembroke Financial Services use?

Pembroke Financial Services's tech stack includes Mailcheck, DigitalOcean Web Hosting, Hoefler&Co, WhatsApp Business, Microsoft Outlook.

Q: What is Pembroke Financial Services's NAICS code?

Pembroke Financial Services's NAICS code is 52 (Finance and Insurance).

Financial ServicesEngland, United Kingdom51-200 Employees

Pembroke Financial Services is a mid-sized financial services firm that provides personalized financial planning and guidance for individuals and families. It emphasizes personal, unbiased, expert advice across tailored plans that reflect each client's life goals and circumstances. The firm anchors its approach in traditional values while integrating current developments in the financial planning landscape. Established more than three decades ago and based in England, it has developed a notable presence in Sussex.

The firm operates as an independent financial advice practice with a long history and serves clients across England, with a strong focus on Sussex. It maintains an in-house service that oversees client portfolios, blending traditional trust with forward-looking practices to address evolving needs.

Company Overview

Headquarters: 161-163 Preston Park 5th Floor Park Gate, England United Kingdom
Phone number: +44-1273-77****
Website: pembrokefinancial.co.uk
NAICS Code: 52 - Finance and Insurance
Founded: 1993
Employees: 51-200