Pembroke Wealth Management

Welcome to Pembroke Wealth Management, one of Ireland’s leading financial services providers. 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:


Employee Benefits

Succession & Inheritance Planning


Business Planning



Tax Strategies


Keeping You Informed

Pembroke Wealth Management commits 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.

We are available to you anytime providing on-going assistance and advice. Everything we do is underpinned by our commitment to keeping you informed.

Wealth Management

Tailored Financial Solutions

No matter what your wealth means are we can tailor financial solutions to suit your requirements or specific financial limit. Our number one aim and priority is protecting you and your family’s personal insurance, estate planning, and taxation plans. With our experience in insurance trade, we can help you in finding the right and most competitive insurance package.

We engage with all our clients to help develop the right strategy to achieve your financial goals. This is achieved through ongoing monitoring and regular reviews.

Specialist Advice

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. As professional advisors, we take the time to listen and understand our client’s financial goals.

We will add superb value to the wealth management procedure and will also bring a wide range of knowledge and experience to the table.

Business Owners

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.

Our team takes the time to listen to you and understand what is going on in your business currently. We will work together to help identify your priorities and goals.

For advice or further information on our Wealth Management Services, please contact us on
Ph: 01-7998899
or by email at

If you require Wealth Management
Advice please

to contact us online, or phone
01 – 7998899

Insurance for Wealth Management & Life

Our proposal form is to find who you are and acquire information that will be relevant to the policy. When you have completed the form, you are not gratified to enter any insurance contract.

Step 1 of 2

  • Please state the name and address of the principal Company for whom this insurance is required. Cover is also provided for the subsidiaries of the principal Company, but only if you include the data from all of these subsidiaries in your answers to all of the questions in this form.

  • Please state your fees received in respect of the following years:

  • Domestic turnover:

  • USA turnover:

  • Other territory turnover:

  • Total turnover:

  • Profit (Loss):