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Patrick Theobalds
Director & Chief Operating Officer
Patrick joined Pembroke Financial in August 2019 having previously worked for Lloyds Private Banking and latterly Standard Life Wealth
During his time at Lloyds Private Banking Patrick was an assistant to a Senior Portfolio Manager and upon his move to Standard Life Wealth Patrick progressed from an assistant role to an Associate Client Portfolio Manager following his attainment of CISI Investment Advice Diploma giving him a breadth of knowledge in personal portfolios, ISA’s, SIPPs & Trusts.
As COO at Pembroke, he leads the operational strategy and organisational development that enables our financial planners, teams, and clients to succeed. With a career grounded in building high‑performing teams and implementing scalable, efficient systems, Patrick’s focus is on creating the structure, clarity, and operational resilience needed for the business to thrive in a continuously evolving regulatory and client environment.
He is passionate about turning strategic vision into practical, measurable outcomes. Whether modernising processes, improving service delivery, driving technology adoption, or developing people, his goal is to ensure that operations elevate the business
Patrick thrives in roles where he can bring order to complexity, simplify decision‑making, and help organisations scale with confidence. Above all, he is committed to creating environments where great people can do their best
- 2019 to present: Pembroke Financial Services
- 2012 to 2018: Standard Life Wealth
- 2009 to 2012: Lloyds Private Banking
- 2002 to 2009: Lloyds Banking Group Brighton
Kath Holloway
A very efficient team always ready to help
Would highly recommend. A very efficient team always ready to help and answer any questions.
Jane Taylor
A fine and professional financial adviser.
I would like to say how grateful I am to you for guiding me through this process from start to finish, always explaining everything very clearly and answering all my questions. You have done a lot of research on my behalf, kept me informed as to progress and come up with the perfect solution for my circumstances. I could not have asked for a better advisor, you have been a star!
Christine Atkinson
The best in the business!
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
Jenny
Good service
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.
Mr Young
Efficient and friendly service with relevant advice
From a personal point of view Pembroke Financial Services has always provided an efficient and friendly service with relevant advice. As a client of my firm, the company has always acted in a professional manner.
