Pembroke Wealth Management
Our service starts with getting to know our clients and their specific individual needs. By conducting a Confidential Financial Fact Find we can establish your critical planning needs such as your attitude to risk, security factor, current circumstances and future financial needs. Individual and corporate clients benefit from advice on
Keeping You Informed
Pembroke Wealth Management commit to keeping you informed of your progress regularly via telephone, text, e-mail and regular one to one meetings. We also run free seminars in our Dublin Office on topical, relevant issues such as the effects of tax changes or changes in legislation.
Tailored Financial Solutions
Whatever your level of wealth we will provide tailored financial solutions that are right for you. With family and personal insurances, estate planning (wills and trusts) and taxation strategies, protecting your wealth and those dear to you is our number one priority. In the current climate it is possible to shop around for a highly competitive insurance package. Our experience can greatly assist you in finding the right product.
As part of our service we offer specialist advice from dedicated accountants, financial analysts, solicitors and tax advisors through our strategic partnerships. Pembroke Wealth Management is truly your one stop shop for all financial solutions.
For business owners, to ensure your company and your own financial needs are protected against the unexpected, we can advise you on Life and General Insurance solutions, including Keyman Protection, Business Succession Planning, Employer Liability Insurance, Professional Indemnity and Directors and Officers Insurance. We provide expert advice on tax reduction strategies, including the use of PRSAs.
For advice or further information on our Wealth Management Services please
contact us on Ph: 01-7998899 or by email at email@example.com.