Sussex assistance enterprise Pembroke economic functions and Brighton-based Antrams financial features have merged under the Pembroke monetary services brand.
The enlarged company will manage a combined £1.5bn ($1.9bn, €1.7bn), with a team of over a hundred people throughout Sussex.
it's going to proceed to give more than a few financial capabilities, including pre-and post-retirement planning, mortgage and investment suggestions as well as life assurance services.
more recently, Antrams centered discretionary investment supervisor Pier financial Investments to supply its consumers with budget friendly portfolios.
both Pembroke economic capabilities and Antrams monetary services have received investment from Sussex-primarily based Cow corner Investments in fresh years.
Stephen Antram, chief govt at Antrams fiscal functions, spoke of: "As scale becomes more and more important in monetary functions, our companies working together as Pembroke fiscal features, backed by using support and ongoing investment from Brighton-based Cow nook, puts us at the forefront of the sphere in this region."
on the same time, Mark Rockliffe has joined Pembroke financial capabilities as managing director.
Rockliffe has held senior roles at Zurich, F&C, SEI and Heartwood funding administration. for the reason that 2018, he has managed his personal consultancy company, advising the boards of a couple of funding administration, fiscal planning and fintech corporations.
Keith Relf, founder and managing associate at Pembroke financial features, introduced: "I couldn't be happier that the Pembroke manufacturer will proceed below Mark's stewardship. I've well-known Mark for the best part of 30 years and i know that he, like me, will put the customer at the very coronary heart of everything we do.
"He has the personality, potential, professionalism and integrity to make a fine chief and i, for one, should be delighted to work with him over the arrival years. Pembroke is in secure palms and may be forward-thinking as well as caring – and that i couldn't ask for more than that."
This comes a number of years after overseas Adviser suggested Pembroke fiscal functions received IFA enterprise GMIFC for an undisclosed sum.
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