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Louise Rooke DipPFS
Financial Planner
I have worked in financial services for more than 20 years, starting at Lloyds Bank in 2001 as a telephony agent in a share-dealing contact centre. I found the job very rewarding because it helped clients and demanded attention to detail.
Between 2009 and 2012, I worked as a data analyst while studying for my Diploma in Regulated Financial Planning, then joined a compliance team quality checking advice files.
After being made redundant from Lloyds Bank in January 2021, I passed exams in Advance Personal Taxation and Trusts and joined Antrams (now Pembroke) as a Financial Planner.
I enjoy building lasting relationships with my clients to help them understand their options and plan for their financial futures. My expertise is in personal planning and investments.
Stephanie
With grateful thanks.
I wanted to say I appreciate you talking to my daughter, about setting up a private pension. With grateful thanks – you have always been a huge help with my own financial decisions.
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.
Ray & Sue Greenfield
Thank you very much for all the clear financial advice
I would also like to take this opportunity to thank you very much for all the clear financial advice you have given not only Sue and I, but my family over many years.
Matt & Ali Davis
We really appreciate the professionalism of Pembroke
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
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.
