Insights

Wealth Growth High-value clients with over £1.5 billion under management via in-house DIM present ongoing cross-sell opportunities into discretionary investment strategies, portfolio optimization, and tailored wealth planning services.

Legacy Advisory Established 30 years with a reputation for personalized, unbiased guidance—target mid to high-net-worth individuals seeking bespoke financial plans and ongoing family wealth protection solutions.

Regional Focus Strong presence in Sussex and surrounding regions positions Pembroke as a local advisor of choice; leverage community trust to expand services through referrals and targeted local marketing.

Tech-Driven Adopted digital tools and analytics (Google Analytics, Hotjar, JSON-LD) to optimize client experiences and data-driven marketing; opportunities exist to upsell digital advisory services and client portals.

Growth Readiness Current revenue indicators and scalable independent advisory model suggest readiness for strategic partnerships, white-labeling opportunities, or joint ventures with complementary financial service providers.

Pembroke Financial Services Tech Stack

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

Hotjar
Analytics
CookieYes
Cookie Compliance
oEmbed
Dev Tools
TweenMax
Javascript Frameworks
Socket.io
Javascript Frameworks
Google Search Console
Web Analytics
Caddy
Web Servers
Twitter
Widgets

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

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.

How much revenue does Pembroke Financial Services generate?

As of July 2026, Pembroke Financial Services's annual revenue is estimated to be $10M - $25M.

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 July 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 HotjarCookieYesoEmbedTweenMaxSocket.ioGoogle Search ConsoleCaddyTwitter.

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 Go, Microsoft 365, Animate.css, Sitelinks Search Box, Vue.js.

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.