Chevening Financial

Name

Chevening Financial

Legal name

Pembroke Financial Services Ltd

Website

https://cheveningfinancial.com

Company type

Private

Founded year

2008

Operating status

Acquired

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Insurance Agencies and Brokerages (52421)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Loan Brokers (6163)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industry

Employee Benefits Brokerage & Consulting (FSAEADAC)

Keywords

• Financial advisory services
• Pension planning
• Investment management
• Mortgage advice
• Wealth management

Headquarters

HQ city

Sundridge

HQ country

United Kingdom

HQ region

Europe

Offices7 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: Revenue is generated through financial advisory and planning services for individual and corporate clients, including pension planning, investment management, tax planning, mortgage advice, and protection products.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Chevening Financial is a financial advisory firm that delivers pension planning, investment advice, life assurance, mortgage advice, and corporate financial planning services to individual and corporate clients across the South of England. Services are delivered through a tiered model comprising a Foundation Service for clients beginning their financial journey and a Lifestyle Service for those with more complex needs. A client-facing Personal Finance Portal provides online account access alongside the firm's seven regional offices.

Product overview

Chevening Financial is a financial advisory firm offering a comprehensive suite of personal and corporate financial services. The core offering includes a Personal Finance Portal for client access, supported by two service tiers: the Foundation Service for clients beginning their financial journey and the Lifestyle Service for those with more complex needs. Personal services span financial planning, pensions and retirement planning (including drawdown options and lifetime annuities), savings and investments (ISAs, trusts, bonds), tax planning, mortgage advice (residential, buy-to-let, equity release, home reversion), and protection insurance (life, critical illness, income protection, health). Corporate services include business financial planning, succession planning, workplace pensions, and business protection insurance. Effective 1st June 2026, Chevening Financial will integrate with Pembroke Financial Services Limited, maintaining service continuity while expanding available resources across seven office locations in the South of England.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Finance Portal Client-facing digital platform enabling users to log in and access their financial information, manage accounts, and utilize financial planning tools. Targeted at existing clients of the firm.
• Foundation Service Entry-level financial advisory service designed for clients just starting their financial journey, providing essential planning and guidance.
• Lifestyle Service Comprehensive financial advisory service for clients with more complex needs, offering tailored planning across multiple financial areas.
• Financial Planning Holistic financial planning services covering wealth management, retirement planning, and long-term financial goal setting for individual clients.
• Pensions and Retirement Planning Comprehensive pension services including personal pensions, SIPPs, stakeholder pensions, company pensions, and workplace auto-enrolment schemes for individual clients.
• Pension Income Drawdown Advisory and implementation of pension income drawdown options for flexible retirement income management.
• Retirement Lifetime Annuities Advisory on retirement income products providing guaranteed income for life in exchange for pension fund assets.
• Pensions and Divorce Specialized financial guidance for dividing pension assets during divorce proceedings.
• Long-Term Care Planning Financial planning services to fund long-term care needs and arrangements for individuals.
• Savings and Investments Advice Investment advisory services covering portfolio construction, risk assessment, and investment strategy for individual clients.
• Individual Savings Accounts (ISAs) Advisory on tax-efficient savings and investment account products including cash ISAs and stocks & shares ISAs.
• Trusts and Bonds Advisory on structured investment products and trust arrangements for wealth management and estate planning.
• Tax Planning Tax efficiency strategies including inheritance tax planning and tax-efficient investment approaches for individual clients.
• Mortgage Advice Comprehensive mortgage advisory services covering residential purchases, remortgages, buy-to-let, and equity release for individual clients.
• Equity Release Mortgages Advisory on lifetime mortgage products allowing homeowners to release equity from their property while remaining in residence.
• Buy-to-Let Mortgages Advisory on specialized mortgage products for property investors purchasing rental properties.
• Life and Health Insurances Protection insurance advisory covering life assurance, critical illness cover, income protection, general insurance, and health insurance for individuals.
• Corporate Financial Planning Financial planning services for businesses including company pension schemes and corporate investment strategies.
• Business Succession Planning Planning services for business owners transitioning ownership, including exit strategies and wealth transfer.
• Workplace Pensions Employer pension scheme setup and management services including auto-enrolment compliance for businesses.
• Business Protection Insurance Corporate insurance advisory protecting businesses against key person risks, shareholder deaths, and business continuity threats.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Pembroke Financial Services LimitedcoreStrategic or Co-development Partner · 1 June 2026Chevening Financial is merging with Pembroke Financial Services Limited from 1st June 2026. The merger combines both firms' expertise and resources, with Chevening becoming part of Pembroke while maintaining the same team. The combined entity manages £2.8 billion of client assets, providing Chevening clients with expanded resources for complex financial planning situations.

Scale indicators1 record

Recent moves3 records

Expansion highlights4 records

Direct peers

• Brewin Dolphin (now RBC Wealth Management UK): UK private wealth manager offering bespoke financial planning, investment management and retirement advice — directly comparable in client profile and service mix to Chevening's Lifestyle tier.
• Rathbones Group: UK-listed wealth manager providing investment management, financial planning and tax advice to individuals and trustees — comparable advisory-led wealth offering for high-net-worth UK clients.
• Evelyn Partners (formerly Tilney / Smith & Williamson): Major UK private wealth and financial planning firm offering investment advice, retirement planning, tax, and corporate services — competing head-on with Chevening's full-service IFA proposition.
• St. James's Place: Large UK wealth manager and IFA network offering financial planning, pensions, investments and protection — direct competitor for affluent UK retail advice relationships similar to Chevening's clientele.
• Charles Stanley (now part of Raymond James): Long-established UK wealth manager providing discretionary and advisory investment management plus financial planning — overlapping product set and target client base with Chevening.
• Pembroke Financial Services: Acquirer of Chevening and identical UK IFA operating model — same product mix (financial planning, pensions, mortgages, protection) and office-based regional advice delivery, making it the closest functional peer.

Emerging players

• True Potential: Tech-enabled UK IFA and investment platform targeting mass-affluent clients with hybrid advice; an emerging competitive threat to the Foundation-tier offering via scale and integrated technology.

Regional players

• Saunderson House: Boutique UK IFA focused on high-net-worth and corporate clients with similar full-service financial planning — illustrates the addressable specialist-advisor competition Chevening faces.

Broad incumbents

• Quilter: Large UK wealth and advice business combining a platform, adviser network and direct client offerings — broader and more diversified but competes for the same advised UK wealth client.
• Hargreaves Lansdown: UK's largest direct investment platform; competes with Chevening for affluent self-directed and advised clients across ISAs, pensions and investments but via a digital platform model.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/chevening_ifa
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Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Chevening Financial